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Vanguard Wellesley® Income Inv VWINX

Medalist Rating as of | See Vanguard Investment Hub
  • 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.

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.

Rated on Published on

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Portfolio Holdings VWINX

  • 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
1.40
775,895,639
Financial Services
1.39
768,361,086
Healthcare
1.18
651,614,253
Healthcare
1.17
644,615,106
Energy
1.14
629,935,362
Consumer Cyclical
1.09
603,941,078
Energy
1.05
581,811,407
Healthcare

United States Treasury Notes

0.83
457,941,236
Government
0.82
452,650,566
Consumer Defensive

United States Treasury Notes

0.82
452,376,606
Government