Vanguard Wellesley Income’s extensive resources and competent team run a disciplined and time-tested approach for a competitive fee. The strategy earns a renewed Morningstar Analyst Rating of Gold across its two share classes.
- NAV / 1-Day Return 59.79 / 0.13 %
- Total Assets 49.6 Bil
-
Adj. Expense Ratio
0.160%
- Expense Ratio 0.160%
- Distribution Fee Level Low
- Share Class Type Institutional
- Category Moderately Conservative Allocation
- Investment Style Large Value
- Credit Quality / Interest Rate Sensitivity Medium / Moderate
- Status Open
- TTM Yield 3.30%
- Turnover 58%
Morningstar’s Analysis VWIAX
Will VWIAX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings 66
- Bond Holdings 1358
- Other Holdings 20
- % Assets in Top 10 Holdings 11.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
United States Treasury Notes
0.96
492,109,200
Government
United States Treasury Notes
0.90
460,851,571
Government