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Vanguard Wellesley Income Inv (VWINX)

25.52 Up 0.08(0.31%) Oct 20
Prev Close:25.44
YTD Return*:5.60%
Net Assets*:39.37B
Yield*:3.01%

* As of 30-Sep-14

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

Top Holdings

Symbol% AssetsYTD Return %
JNJ1.6816.13
WFC1.6315.11
CVX1.60-3.30
FNMA1.5819.94
US Treasury Note 1.375%1.5724.94

Fund Basics

Morningstar Overall Rating:
Total Assets:39.37B
Category:Conservative Allocation
Annual Report Expense Ratio (net):0.25%

Performance & Risk

YTD Return:5.60%
5y Avg Return:9.69%
Rank in Category (ytd):8
% Rank in Category (ytd):1.09%
Beta (3y):0.54
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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