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Vanguard Wellesley® Income Inv VWINX

Analyst rating as of
NAV / 1-Day Return
27.05  /  0.33 %
Total Assets
58.6 Bil
Adj. Expense Ratio
0.230%
Expense Ratio
0.230%
Fee Level
Low
Longest Manager Tenure
13.52 years
Category
US Fund Allocation--30% to 50% Equity
Investment Style
Large Value
Credit Quality / Interest Rate Sensitivity
Medium / Moderate
Status
Open
TTM Yield
2.91%
Turnover
28%
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Morningstar’s Analysis

Will VWINX outperform in future?

Get our overall rating based on a fundamental assessment of the pillar’s below.

Continues to shine.

Senior Analyst

Summary

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An experienced team employing a time-tested, risk-aware process, combined with low fees, underlie Vanguard Wellesley Income's Morningstar Analyst Rating of Gold for the Investor and Admiral share classes.

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