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 23.66 / 0.17 %
- Total Assets 53.9 Bil
-
Adj. Expense Ratio
0.230%
- Expense Ratio 0.230%
- Distribution Fee Level Low
- Share Class Type No Load
- Category Moderately Conservative Allocation
- Investment Style Large Value
- Credit Quality / Interest Rate Sensitivity Medium / Moderate
- Status Open
- TTM Yield 3.34%
- Turnover 58%
Morningstar’s Analysis VWINX
Will VWINX 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 70
- Bond Holdings 1361
- Other Holdings 16
- % Assets in Top 10 Holdings 10.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
United States Treasury Notes
0.83
457,941,236
Government
United States Treasury Notes
0.82
452,376,606
Government