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Vanguard Wellesley® Income Admiral™

VWIAX
58.92
-0.06
-0.10%
2/9/2016
5 Years
  • Previous Close

    58.98

  • Net Assets

    28.92B

  • Yield

    3.11%

  • Front load

    None

  • Expenses

    0.18%

  • Category

    Conservative Allocation

  • Morningstar Risk

    Below Average

  • Morningstar Rating ★★★★★
Profile

Name of Issuer

Vanguard

Fund Style

Open

Fund Manager

John Keogh

Investment Style

Large Value

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 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.

Purchase Information

Initial Purchase 50,000
Initial Purchase: IRA NA
Initial Purchase: AIP 50,000

Inception

5/14/2001

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