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Vanguard Wellesley Income Inv (VWINX)

25.23
+0.10
+(0.40%)
At close: 8:09:32 AM EDT
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  • Previous Close 25.13
  • YTD Return 2.09%
  • Expense Ratio 0.23%
  • Category Allocation--30% to 50% Equity
  • Last Cap Gain 10.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating
  • Net Assets 48.05B
  • Beta (5Y Monthly) 0.78
  • Yield 3.69%
  • 5y Average Return --
  • Holdings Turnover 59.00%
  • Last Dividend 0.23
  • Inception Date Jul 1, 1970

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.

Vanguard

Fund Family

Allocation--30% to 50% Equity

Fund Category

48.05B

Net Assets

1970-07-01

Inception Date

More about Vanguard Wellesley Income Inv

Performance Overview: VWINX

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Trailing returns as of 5/16/2025. Category is Allocation--30% to 50% Equity.

YTD Return

VWINX
2.09%
Category
5.91%
 

1-Year Return

VWINX
8.71%
Category
18.59%
 

3-Year Return

VWINX
4.45%
Category
8.56%
 

5-Year Return

VWINX
4.82%
Category
7.44%
 

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Holdings: VWINX

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Sector Weightings

SectorVWINX
Financial Services   20.06%
Healthcare   17.62%
Industrials   11.60%
Consumer Defensive   10.02%
Technology   9.71%
Energy   9.63%
Utilities   8.25%
Consumer Cyclical   4.25%
Basic Materials   3.87%
Real Estate   3.70%
Communication Services   1.27%
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Recent News: VWINX

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Research Reports: VWINX

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