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Vanguard Wellesley® Income Inv VWINX

Analyst rating as of
NAV / 1-Day Return
25.76  /  0.94 %
Total Assets
62.8 Bil
Adj. Expense Ratio
0.230%
Expense Ratio
0.230%
Fee Level
Low
Longest Manager Tenure
15.48 years
Category
Allocation--30% to 50% Equity
Investment Style
Large Value
Credit Quality / Interest Rate Sensitivity
Medium / Moderate
Status
Open
TTM Yield
2.51%
Turnover
39%

Morningstar’s Analysis

Will VWINX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

No change in course.

Senior Analyst

Summary

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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.

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