VWINX : Vanguard Wellesley® Income Fund Investor Shares

VWINX is a Allocation Market All-In-One with LOW fees.

VWINX

Vanguard Wellesley® Income Fund Investor Shares

FI Score

86 /100

Expense Ratio Rating

10 /10

Expense Rating

8 /10

Market Score

10 /10

Category Score

5 /10

Market Size

10 /10

86% FI Score
  • vwinx
  • Mutual Fund
  • Allocation
  • All-In-One

Vanguard Wellesley® Income Fund Investor Shares

Expenses: 0.23% (Better than 1% of similar funds)

This is an OK choice for a All-In-One Allocation fund. See why »

Fund Summary

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 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.

Largest Holdings

Amount Holding
1.72% Johnson & Johnson
1.53% Cisco Systems Inc
1.47% Pfizer Inc
1.37% Verizon Communications Inc
1.30% JPMorgan Chase & Co
1.11% Intel Corp
1.09% Bank of America Corp
1.09% Comcast Corp Class A
1.03% Lockheed Martin Corp
0.97% Philip Morris International Inc
0.93% Crown Castle International Corp
0.89% Merck & Co Inc
0.82% Progressive Corp
0.81% Coca-Cola Co
0.80% United States Treasury Notes 3.12%
0.79% Eaton Corp PLC
0.78% Unilever NV ADR
0.74% Procter & Gamble Co
0.74% Caterpillar Inc
0.73% Medtronic PLC
0.71% Chevron Corp
0.71% Dominion Energy Inc
0.71% The Home Depot Inc
0.71% McDonald's Corp
0.69% Union Pacific Corp

Minafi - The intersection of FI, minimalism & mindfulness.

Don't miss out on new posts, courses, interactive articles and more!

Join & Get Your First Course Free

© 2021   Adam Fortuna

Site Map
Triangle Graduation Cap Angle Down Book regular Phone laptop regular fire regular fire regular search regular Acorn duotone Seedling duotone thumbs up duo