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Vanguard Wellesley Income Inv (VWINX)

26.01 Down 0.01(0.04%) Jul 25
Prev Close:26.01
YTD Return*:5.92%
Net Assets*:38.64B
Yield*:2.97%

* As of 30-Jun-14

Quotes delayed, except where indicated otherwise. Currency in USD.

Headlines

ยป More Headlines for VWINX

Top Holdings

Symbol% AssetsYTD Return %
FNMA1.6717.08
US Treasury Note 1.375%1.6317.56
JNJ1.6218.66
US Treasury Bond 2.875%1.6013.42
WFC1.586.16

Fund Basics

Morningstar Overall Rating:
Total Assets:38.64B
Category:Conservative Allocation
Annual Report Expense Ratio (net):0.25%

Performance & Risk

YTD Return:5.92%
5y Avg Return:11.89%
Rank in Category (ytd):21
% Rank in Category (ytd):2.87%
Beta (3y):0.46
Morningstar Risk Rating:2

Fund Summary

The investment seeks to provide long-term growth of income and a high and sustainable level of current income, along with moderate long-term capital appreciation. The fund invests approximately 60% to 65% of assets in investment-grade corporate, U.S. Treasury, and government agency bonds, as well as mortgage-backed securities. The remaining 35% to 40% of fund assets are invested in common stocks of companies that have a history of above-average dividends or expectations of increasing dividends. View More
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