VWINX - Vanguard Wellesley Income Inv

Nasdaq - Nasdaq Delayed Price. Currency in USD
-0.05 (-0.19%)
At close: 8:00PM EST
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Previous Close26.06
YTD Return-2.09%
Expense Ratio (net)0.22%
CategoryAllocation--30% to 50% Equity
Last Cap Gain0.00
Morningstar Rating★★★★★
Morningstar Risk RatingBelow Average
Sustainability Rating
Net Assets51.65B
Beta (3Y Monthly)0.58
5y Average ReturnN/A
Holdings Turnover22.00%
Last Dividend0.13
Average for CategoryN/A
Inception DateJul 1, 1970
  • The Wall Street Journallast month

    [$$] The Good (and Some Bad) of Balanced Funds

    “Balanced” mutual and exchange-traded funds—which invest in both stocks and bonds—get less attention than their single-minded brethren. With their typical allocations of 60% stocks and 40% bonds, balanced funds give investors exposure to both markets, and provide automatic rebalancing at times when big moves in either or both markets can push fund weightings out of whack. , director of manager research at investment information firm Morningstar in Chicago, says of the funds’ flexibility for rebalancing.

  • Business Wire2 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

  • Morningstar2 months ago

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

    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. Beyond variations like those, however, glide paths for accumulators should look pretty similar: stock-heavy at the outset and well into middle age, transitioning to more bonds and cash as retirement approaches.

  • 10 Best Mutual Funds for Retirement
    InvestorPlace4 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.

  • Morningstar8 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.

  • Hybrid Funds: Why Now Isn't the Best Time for These Alternative Investments
    Motley Fool9 months ago

    Hybrid Funds: Why Now Isn't the Best Time for These Alternative Investments

    Get the scoop on how these funds work.

  • InvestorPlace10 months ago

    10 Top-Rated Vanguard Funds to Buy Now

    The Vanguard Group is a behemoth, with a staggering $4.4 trillion in assets under management. This puts the firm as the No. 2 player in the asset management world, just behind BlackRock, Inc. (NYSE:BLK).

  • The 7 Best Vanguard Funds for 2018
    InvestorPlace10 months ago

    The 7 Best Vanguard Funds for 2018

    Perhaps the most challenging part of choosing the best Vanguard funds for 2018 is narrowing down their outstanding selection of mutual funds to just a handful of top picks.

  • Morningstar10 months ago

    Morningstar Runs the Numbers

    We take a numerical look through this week's Morningstar research. Plus, our most popular articles and videos for the week ended Jan. 12.

  • Morningstar11 months ago

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

    Use anticipated spending needs and probabilities of a positive return over your time horizon to back into the right mix of cash, bonds, and stocks.