Morningstar

Vanguard Wellesley® Income Fund Investor Shares VWINX

Morningstar Medalist Rating
Unlock
Medalist Rating as of See Vanguard Investment Hub
  • NAV / 1-Day Return $25.20  /  +0.20 %
  • Fund Size $44.6B
  • Adjusted Expense Ratio 0.220%
  • Net Expense Ratio 0.220%
  • Fee Level: Distribution Low
  • Share Class Type No Load
  • Morningstar Category Moderately Conservative Allocation
  • Equity Style Box (Funds) Large Value
  • Fixed-Income Style Box (Funds) Medium/Moderate
  • Investment Status Open
  • TTM Yield 3.61%
  • Turnover Ratio 63%
NAV and 1-Day Return as of

Morningstar’s Analysis VWINX

Will VWINX outperform in the 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.

Long-term strength despite a challenging stretch.

Analyst Stephen Margaria

Stephen Margaria

Analyst

Summary

Vanguard Wellesley Income’s disciplined approach, experienced leadership, and attractive fees make this fund an appealing choice for investors seeking steady income and a defensive profile. While recent performance has lagged, the fund’s long-term durability and fundamental strengths persist.

by Stephen Margaria
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings VWINX

More VWINX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 10.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Broadcom Inc

3.05 1B
Technology

Merck & Co Inc

1.14 541M
Healthcare

Diamondback Energy Inc

1.06 504M
Energy

United States Treasury Notes

0.93 440M
Government

Johnson & Johnson

0.86 406M
Healthcare

Bank of America Corp

0.84 399M
Financial Services

Huntington Bancshares Inc

0.78 369M
Financial Services

TE Connectivity PLC Registered Shares

0.76 361M
Technology

Unilever PLC ADR

0.73 346M
Consumer Defensive

Keurig Dr Pepper Inc

0.68 322M
Consumer Defensive

Sponsor Center