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Vanguard Wellesley Income Inv (VWINX)

26.16 Up 0.04(0.15%) Aug 29
Prev Close:26.16
YTD Return*:4.86%
Net Assets*:38.42B
Yield*:3.00%

* As of 31-Jul-14

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

Headlines

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Top Holdings

Symbol% AssetsYTD Return %
JNJ1.6810.56
WFC1.6312.33
CVX1.604.05
FNMA1.5815.24
US Treasury Note 1.375%1.5716.07

Fund Basics

Morningstar Overall Rating:
Total Assets:38.42B
Category:Conservative Allocation
Annual Report Expense Ratio (net):0.25%

Performance & Risk

YTD Return:4.86%
5y Avg Return:10.44%
Rank in Category (ytd):17
% Rank in Category (ytd):2.33%
Beta (3y):0.47
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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