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Vanguard Wellesley Income Inv (VWINX)

25.80 -0.03 (-0.12%)
At close: October 30 at 8:08:35 PM EDT
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  • Previous Close 25.83
  • YTD Return 0.53%
  • Expense Ratio 0.22%
  • Category Allocation--30% to 50% Equity
  • Last Cap Gain 6.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Net Assets 44.6B
  • Beta (5Y Monthly) 0.71
  • Yield 3.61%
  • 5y Average Return --
  • Holdings Turnover 63.00%
  • Last Dividend 0.69
  • Inception Date May 14, 2001

The fund employs an active management approach, typically investing 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

44.6B

Net Assets

2001-05-14

Inception Date

Performance Overview

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Trailing returns as of 10/30/2026. Category is Allocation--30% to 50% Equity.

YTD Return

VWINX
0.53%
Category
5.91%

1-Year Return

VWINX
2.47%
Category
18.59%

3-Year Return

VWINX
8.44%
Category
8.56%

5-Year Return

VWINX
3.45%
Category
7.44%

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