Advertisement
Skip to Content
Morningstar

Vanguard Wellesley® Income Admiral™ VWIAX

Morningstar Analyst Rating
Analyst rating as of | See Vanguard Investment Hub
  • NAV / 1-Day Return 60.69  /  0.44 %
  • Total Assets 57.1 Bil
  • Adj. Expense Ratio
    0.160%
  • Expense Ratio 0.160%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Allocation—30% to 50% Equity
  • Investment Style Large Value
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Status Open
  • TTM Yield 3.01%
  • Turnover 58%

USD | NAV as of Feb 06, 2023 | 1-Day Return as of Feb 06, 2023, 11:32 PM GMT+00:00

Morningstar’s Analysis VWIAX

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.

Associate Director

Summary

| by Patricia Oey

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.

Unlock our full analysis with Morningstar Investor