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  •  Dow Down 0.41% Nasdaq Down 0.28%

    Vanguard Wellesley Income Inv (VWINX)

    25.79 Down 0.10(0.39%) Jan 27
    Prev Close:25.79
    YTD Return*:8.07%
    Net Assets*:40.37B
    Yield*:3.10%

    * As of 31-Dec-14

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

    Top Holdings

    Symbol% AssetsYTD Return %
    MSFT1.670.67
    WFC1.62-0.22
    US Treasury Note 1.375%1.570.70
    JNJ1.560.36
    MRK1.56-0.05

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:40.37B
    Category:Conservative Allocation
    Annual Report Expense Ratio (net):0.25%

    Performance & Risk

    YTD Return:8.07%
    5y Avg Return:9.51%
    Rank in Category (ytd):6
    % Rank in Category (ytd):0.83%
    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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