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    Vanguard Wellesley Income Inv (VWINX)

    24.33 Down 0.10(0.41%) Feb 5
    Prev Close:24.43
    YTD Return*:-0.20%
    Net Assets*:40.93B
    Yield*:3.04%

    * As of 31-Jan-16

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

    Top Holdings

    Symbol% AssetsYTD Return %
    US Treasury Note 1.75%1.72N/A
    MSFT1.64N/A
    WFC1.61N/A
    US Treasury Note 1.375%1.59N/A
    US Treasury Note 1%1.41N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:40.93B
    Category:Conservative Allocation
    Annual Report Expense Ratio (net):0.23%

    Performance & Risk

    YTD Return:-0.20%
    5y Avg Return:7.41%
    Rank in Category (ytd):2
    % Rank in Category (ytd):0.24%
    Beta (3y):0.60
    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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