Vanguard Wellesley Income Inv (VWINX)
24.98 
0.26(1.03%) Jun 19
| Prev Close: | 25.24 |
|---|
| YTD Return*: | 2.70% |
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| Net Assets*: | 33.70B |
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| Yield*: | 3.06% |
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* As of 28-Feb-13
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Quotes delayed, except where indicated otherwise. Currency in USD.
Reports
- No Reports available for VWINX at this time.
Top Holdings
| Symbol | % Assets | YTD Return % |
|---|
| US Treasury Note 0.25% | 3.51 | 10.29 |
| JNJ | 1.69 | 8.93 |
| CVX | 1.67 | 4.13 |
| MRK | 1.57 | 8.70 |
| RDSB.L | 1.44 | 10.17 |
Fund Basics
| Morningstar Overall Rating: | |
| Total Assets: | 33.7B |
| Category: | Conservative Allocation |
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| Annual Report Expense Ratio (net): | 0.25% |
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Performance & Risk
| YTD Return: | 2.70% |
| 5y Avg Return: | 7.94% |
| Rank in Category (ytd): | 21 |
| % Rank in Category (ytd): | 2.66% |
| Beta (3y): | 0.43 |
| 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.
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