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    Vanguard Wellesley Income Inv (VWINX)

    25.38 Up 0.05(0.20%) Jul 30
    Prev Close:25.33
    YTD Return*:-0.44%
    Net Assets*:40.68B
    Yield*:2.96%

    * As of 30-Jun-15

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

    Top Holdings

    Symbol% AssetsYTD Return %
    US Treasury Note 1.75%1.61N/A
    WFC1.58N/A
    US Treasury Note 1.375%1.48N/A
    US Treasury Note 1%1.44N/A
    MSFT1.44N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:40.68B
    Category:Conservative Allocation
    Annual Report Expense Ratio (net):0.25%

    Performance & Risk

    YTD Return:-0.44%
    5y Avg Return:9.05%
    Rank in Category (ytd):85
    % Rank in Category (ytd):10.1%
    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
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