• FirefoxTry Yahoo Finance on Firefox »
  •  Dow Up 0.11% Nasdaq Up 0.01%

    Vanguard Wellesley Income Inv (VWINX)

    25.53 Up 0.03(0.12%) Nov 24
    Prev Close:25.50
    YTD Return*:2.08%
    Net Assets*:41.17B

    * As of 31-Oct-15

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


    ยป More Headlines for VWINX

    Top Holdings

    Symbol% AssetsYTD Return %
    US Treasury Note 1.75%1.72N/A
    US Treasury Note 1.375%1.59N/A
    US Treasury Note 1%1.41N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:41.17B
    Category:Conservative Allocation
    Annual Report Expense Ratio (net):0.25%

    Performance & Risk

    YTD Return:2.08%
    5y Avg Return:7.89%
    Rank in Category (ytd):2
    % Rank in Category (ytd):0.24%
    Beta (3y):0.62
    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