We are updating our Terms of Use and Privacy Statement.
You are using an older browser version. Please use a supported version for the best MSN experience.

Vanguard Wellesley® Income Inv

VWINX
26.39
-0.03
-0.11%
8/31/2016
5 Years
  • Previous Close

    26.42

  • Net Assets

    14.13B

  • Yield

    2.81%

  • Front load

    None

  • Expenses

    0.23%

  • Category

    Allocation--30% to 50% Equity

  • Morningstar Risk

    Low

  • 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 3,000
Initial Purchase: IRA NA
Initial Purchase: AIP NA

Inception

7/1/1970

AdChoices
AdChoices
AdChoices
image beaconimage beaconimage beacon