Vanguard Wellesley� Income Fund Investor Shares

 (MUTF:VWINX)   Watch this mutual fund  
Find more results for VWINX

Performance

Trailing returns

1 day   +0.08%
   
1 week   +0.00%  
4 week
   
-0.08%  
3 month   +2.16%
   
YTD   +2.12%
   
1 year   +7.17%
   
3 years*   +5.74%
   
5 years*   +6.91%
   
*annualized
Best 3 month return+11.70%  
Worst 3 month return-10.12%  

Morningstar statistics

Morningstar category: Allocation--30% to 50% Equity
  Return Risk Rating
3 years High Below Average
5 years High Below Average
10 years High Low
Overall High Below Average
Morningstar style  Learn more
      Large
      Mid
      Small
Value Blend Growth  

Key statistics

Total assets51.13B 
Front load-  
Deferred load-  
Expense ratio0.22%  
Management fee-  
Fund familyVanguard 

Asset allocation

Cash1.71%  
Stocks38.29%  
Bonds59.46%  
Other0.54%  

Purchase information

Initial$3,000  
Additional$1  
25.86+0.02(0.08%)
Mar 27, 8:00PM EDT Overall Morningstar RatingTM

Description

The investment seeks to provide long-term growth of income and a high and sustainable level of current income, along with moderate long-term capital appreciation. The fund invests approximately 60% to 65% of its assets in investment-grade fixed income securities, including corporate, U.S. Treasury, and government agency bonds, as well as mortgage-backed securities. The remaining 35% to 40% of fund assets are invested in common stocks of companies that have a history of above-average dividends or expectations of increasing dividends.
Fund filings (PDF) »
Asset managers:
John Keogh (Started: Feb 14, 2008)
W. Michael Reckmeyer (Started: Jan 1, 2007)
Michael Stack (Started: Jan 27, 2017)
Loren Moran (Started: Jan 27, 2017)
Advisor Company:
Wellington Management Company LLP
Fund family reports on Morningstar »
Vanguard, 100 Vanguard Boulevard, Malvern, PA 19355, USA

Risk

  1 year 3 years 5 years 10 years  
Alpha* -0.74 3.16 3.11 3.10
Beta* 0.71 0.58 0.56 0.58
Mean annual return 0.82 0.49 0.58 0.56
R-squared* 70.58 70.92 71.19 80.12
Standard deviation 4.66 4.44 4.35 6.39
Sharpe ratio 2.04 1.29 1.57 0.95
* Against standard index

Top 10 holdings

Security Net Assets  
Microsoft Corp (MSFT) 1.93%  
JPMorgan Chase & Co (JPM) 1.66%  
Wells Fargo & Co (WFC) 1.64%  
US Treasury Note 1.75% 1.35%  
US Treasury Note 1.375% 1.34%  
Philip Morris International Inc (PM) 1.32%  
Johnson & Johnson (JNJ) 1.31%  
US Treasury Note 1% 1.27%  
General Electric Co (GE) 1.19%  
Pfizer Inc (PFE) 1.15%