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Morningstar

Vanguard Wellesley® Income Inv VWINX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Vanguard Investment Hub

Morningstar’s Analysis VWINX

Will VWINX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable VWINX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the VWINX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of VWINX’s parent organization’s priorities and whether they’re in line with investors’ interests.

An exceptional approach to income at a low price.

Analyst Stephen Margaria

Stephen Margaria

Analyst

Summary

Vanguard Wellesley Income’s experienced managers benefit from formidable analyst teams and oversee a time-tested approach grounded in bottom-up research. Combined with low fees, this fund remains a top choice for income-focused investors.

by Stephen Margaria
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