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Morningstar

Vanguard Wellesley® Income Inv VWINX

Morningstar Analyst Rating
Analyst rating as of
NAV / 1-Day Return
24.89  /  1.38 %
Total Assets
59.6 Bil
Adj. Expense Ratio
0.230%
Expense Ratio
0.230%
Fee Level
Low
Longest Manager Tenure
5.69 years
Category
Allocation--30% to 50% Equity
Investment Style
Large Value
Credit Quality / Interest Rate Sensitivity
Medium / Moderate
Status
Open
TTM Yield
2.99%
Turnover
39%

Morningstar’s Fund Analysis VWINX

Will VWINX outperform in 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.

No change in course.

Senior Analyst

Summary

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A carefully planned leadership transition; an experienced team employing a time-tested, risk-aware process; and low fees support Vanguard Wellesley Income's Morningstar Analyst Rating of Gold.

Unlock our full analysis with Morningstar Investor