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Vanguard Wellesley® Income Inv VWINX

Medalist Rating as of | See Vanguard Investment Hub
  • NAV / 1-Day Return 24.78  /  0.00
  • Total Assets 50.8 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
  • Status Open
  • TTM Yield 3.39%
  • Turnover 53%

USD | NAV as of Mar 18, 2024 | 1-Day Return as of Mar 18, 2024, 10:18 PM GMT+0

Morningstar’s Analysis VWINX

Will VWINX outperform in future?

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

An excellent choice.

Associate Analyst Nour Al Twal

Nour Al Twal

Associate Analyst

Summary

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.

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Portfolio Holdings VWINX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 10.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

JPMorgan Chase & Co

1.73 904.2 Mil
Financial Services

Merck & Co Inc

1.33 695.8 Mil
Healthcare

Pfizer Inc

1.18 615.4 Mil
Healthcare

Johnson & Johnson

1.10 572.7 Mil
Healthcare

ConocoPhillips

1.06 552.7 Mil
Energy

EOG Resources Inc

1.05 550.4 Mil
Energy

United States Treasury Notes

0.90 471.4 Mil
Government

Philip Morris International Inc

0.84 439.7 Mil
Consumer Defensive

Rio Tinto PLC ADR

0.75 390.0 Mil
Basic Materials

Cisco Systems Inc

0.74 386.7 Mil
Technology