VWINX - Vanguard Wellesley Income Inv

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Vanguard Wellesley Income Inv

Vanguard Wellesley Income Fund

Po Box 2600 V26

Valley Forge PA 19482

Management Information
John C. Keogh,Lead Manager since February 13, 2008
John C. Keogh is Senior Vice President, Partner, and Fixed Income Portfolio Manager. As a fixed income portfolio manager, John is responsible for the management of investment grade fixed income portfolios, primarily for mutual fund and insurance clients. He is chair of the Fixed Income Review Group, which reviews the firm's fixed income portfolios to ensure that they meet client objectives and expectations. In addition, John serves on the CBO (Collateralized Bond Obligation) Investment Review Group. Prior to joining Wellington Management in 1983, John worked at Connecticut National Bank in the Portfolio Management, Economics, Funding, and Capital Markets Groups (1979 —1983). John received his BA in economics from Tufts University (1979).
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryAllocation--30% to 50% Equity
Fund FamilyVanguard
Net Assets52.67B
YTD Return4.79%
Morningstar Rating★★★★
Inception DateJun 30, 1970

Fund Operations

Last Dividend0.12
Last Cap Gain0.00
Holdings Turnover36.00%
Average for CategoryN/A

Fees & Expenses

ExpenseVWINXCategory Average
Annual Report Expense Ratio (net)0.23%0.79%
Prospectus Net Expense Ratio0.23%N/A
Prospectus Gross Expense Ratio0.23%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.00%
Max Deferred Sales LoadN/A1.58%
3 Yr Expense Projection74N/A
5 Yr Expense Projection130N/A
10 Yr Expense Projection293N/A