VWINX - Vanguard Wellesley Income Inv

Nasdaq - Nasdaq Delayed Price. Currency in USD
25.62
+0.05 (+0.20%)
At close: 8:00PM EST
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Previous Close25.57
YTD Return3.23%
Expense Ratio (net)0.23%
CategoryAllocation--30% to 50% Equity
Last Cap Gain0.00
Morningstar Rating★★★★
Morningstar Risk RatingBelow Average
Sustainability Rating
Net Assets51.86B
Beta (3Y Monthly)0.63
Yield3.07%
5y Average ReturnN/A
Holdings Turnover36.00%
Last Dividend0.23
Average for CategoryN/A
Inception DateJul 1, 1970
  • Morningstar26 days ago

    The Bucket Investor's Guide to Setting Asset Allocation for Retirement

    Note: This article is part of Morningstar's 2019 Portfolio Tuneup week. Off-the-shelf asset allocation guidance doesn't vary significantly for people who are still accumulating assets for retirement. Similarly, the worker with a pension should be investing more aggressively than the investor who will rely exclusively on her own savings, plus Social Security, in retirement.

  • Morningstarlast month

    How Did the Bucket Strategy Work in 2018?

    Most core U.S. stocks and bond funds incurred single-digit losses for the year, but even small drops can be unnerving when you're retired. What made 2018 especially painful is that neither stocks nor bonds impressed. Bond yields rose, leading the Barclays Bloomberg Aggregate Index to post just a tiny gain for the year, but many bond funds endured losses.

  • The 6 Best Vanguard Funds to Own in a Bear Market
    Kiplingerlast month

    The 6 Best Vanguard Funds to Own in a Bear Market

    If you've built a solid portfolio of funds, the last thing you want to do is tear it apart and build a new one simply because the stock market is doing one of its periodic swan dives. But that doesn't mean you shouldn't tinker around the edges in a market that acts like it wants to go down. You might cut, say, 5% of your stock allocation and put the proceeds into a low-risk bond fund. If you think your investments need more rearranging, you might take your most volatile fund and replace it with a lower-risk offering. Where to look for a replacement? Vanguard funds include a fistful of first-rate defensive offerings that, while they'll still likely lose money in a bear market, they should still hold up better than most other funds. Here are the six best Vanguard funds to own in a bear market. Note: Some of these funds are only available directly from the low-cost provider. At the same time, if you use a discount broker, you may be able to buy cheaper Admiral shares without meeting Vanguard's minimum, which typically ranges from $10,000 to $50,000 depending on the fund. ### SEE ALSO: The 25 Best Low-Fee Mutual Funds You Can Buy

  • Morningstar2 months ago

    Top Picks for Simplifying Your Portfolio in 2019

    Around this time each year, many of us resolve to take on a new good habit (or two) in the coming year. Maybe it's exercising more or eating less. Or reconnecting with family or disconnecting from electronics.

  • Business Wire5 months ago

    E*TRADE Adds More Than 120 No-Load, No-Transaction-Fee Mutual Funds to Its Platform, Now Totaling More Than 4,400 Funds

    E*TRADE is the only major online broker to offer Vanguard mutual funds within its no-load, no-transaction-fee program

  • 10 Best Mutual Funds for Retirement
    InvestorPlace7 months ago

    10 Best Mutual Funds for Retirement

    Choosing the best mutual funds for retirement is a subjective exercise in investment selection — which is to say that each individual investor will have unique objectives they need to meet.

  • Morningstar11 months ago

    Do Streamlined Bucket Portfolios Make the Grade?

    We stress-test a radically simpler portfolio, as well as one that foregoes a cash component.