• FirefoxTry Yahoo Finance on Firefox »
  •  Dow Up 1.17% Nasdaq Up 1.27%

    Vanguard Wellesley Income Inv (VWINX)

    26.01 Up 0.04(0.15%) Apr 20
    Prev Close:25.97
    YTD Return*:1.27%
    Net Assets*:41.72B

    * As of 31-Mar-15

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

    Top Holdings

    Symbol% AssetsYTD Return %
    US Treasury Note 1.75%1.65-11.67
    US Treasury Note 1.375%1.52-4.51
    US Treasury Note 1%1.49-2.92

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:41.72B
    Category:Conservative Allocation
    Annual Report Expense Ratio (net):0.25%

    Performance & Risk

    YTD Return:1.27%
    5y Avg Return:9.19%
    Rank in Category (ytd):72
    % Rank in Category (ytd):8.66%
    Beta (3y):0.53
    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 its 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
    Your browser doesn't support canvas
    Submit Feedback