A carefully planned leadership transition; an experienced team employing a time-tested, risk-aware process; and low fees support Vanguard Wellesley Income's Morningstar Analyst Rating of Gold.
Vanguard Wellesley® Income Admiral™ VWIAX
NAV / 1-Day Return
62.06
/
0.37
%
Total Assets
62.8 Bil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
0.160%
Expense Ratio
0.160%
Fee Level
Low
Longest Manager Tenure
15.49
years
Category
Allocation--30% to 50% Equity
Investment Style
Large ValueCredit Quality / Interest Rate Sensitivity
Medium / ModerateStatus
Open
TTM Yield
2.58%
Turnover
39%
Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
Will VWIAX 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 VWIAX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the VWIAX 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 VWIAX’s parent organization’s priorities and whether they’re in line with investors’ interests.
No change in course.
