Morningstar

Vanguard Wellesley® Income Inv VWINX

Morningstar Medalist Rating
Medalist Rating as of | See Vanguard Investment Hub
  • NAV / 1-Day Return 26.25  /  −0.11 %
  • Total Assets 51.9 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 3.48%
  • Turnover 53%

USD | NAV as of Oct 04, 2024 | 1-Day Return as of Oct 04, 2024, 10:29 PM GMT+0

Morningstar’s 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.

An exceptional approach to income at a low price.

Analyst Stephen Margaria

Stephen Margaria

Analyst

Summary

Vanguard Wellesley Income’s experienced managers benefit from formidable analyst teams and oversee a time-tested approach grounded in bottom-up research. Combined with low fees, this fund remains a top choice for income-focused investors.

by Stephen Margaria
Rated on Published on

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Portfolio Holdings VWINX

More VWINX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 10.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

JPMorgan Chase & Co

1.70 843.6 Mil
Financial Services

Merck & Co Inc

1.32 654.3 Mil
Healthcare

EOG Resources Inc

1.16 576.5 Mil
Energy

ConocoPhillips

1.10 547.6 Mil
Energy

Johnson & Johnson

1.10 546.6 Mil
Healthcare

Pfizer Inc

1.06 526.9 Mil
Healthcare

Broadcom Inc

1.01 502.6 Mil
Technology

Cisco Systems Inc

0.84 418.4 Mil
Technology

Philip Morris International Inc

0.76 375.7 Mil
Consumer Defensive

Unilever PLC ADR

0.75 370.2 Mil
Consumer Defensive

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