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    Vanguard Wellesley Income Inv (VWINX)

    25.77 Down 0.03(0.12%) May 26
    Prev Close:25.80
    YTD Return*:1.78%
    Net Assets*:42.01B
    Yield*:2.88%

    * As of 30-Apr-15

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

    Top Holdings

    Symbol% AssetsYTD Return %
    US Treasury Note 1.75%1.612.30
    WFC1.584.52
    US Treasury Note 1.375%1.4835.40
    US Treasury Note 1%1.447.57
    MSFT1.44-3.37

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:42.01B
    Category:Conservative Allocation
    Annual Report Expense Ratio (net):0.25%

    Performance & Risk

    YTD Return:1.78%
    5y Avg Return:8.97%
    Rank in Category (ytd):70
    % Rank in Category (ytd):8.36%
    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
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