Nasdaq - Delayed Quote • USD
Vanguard Wellesley Income Inv (VWINX)
At close: 8:06 AM EDT
Loading Chart for VWINX
DELL
- Previous Close
24.51 - YTD Return 1.90%
- Expense Ratio 0.16%
- Category Allocation--30% to 50% Equity
- Last Cap Gain 0.00
- Morningstar Rating
- Morningstar Risk Rating Average
- Sustainability Rating
- Net Assets 51.54B
- Beta (5Y Monthly) 0.76
- Yield 3.38%
- 5y Average Return --
- Holdings Turnover 53.00%
- Last Dividend 0.21
- Inception Date May 14, 2001
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.
Vanguard
Fund Family
Allocation--30% to 50% Equity
Fund Category
51.54B
Net Assets
2001-05-14
Inception Date
Performance Overview: VWINX
Trailing returns as of 4/22/2024. Category is Allocation--30% to 50% Equity.
People Also Watch
VWELX Vanguard Wellington Inv
42.10
+0.60%
VDIGX Vanguard Dividend Growth Inv
37.65
+0.64%
VFIIX Vanguard GNMA Inv
8.93
0.00%
VEIPX Vanguard Equity-Income Inv
41.79
+0.84%
VGSTX Vanguard STAR Inv
27.03
+0.71%
VFSTX Vanguard Short-Term Investment-Grade Inv
10.10
+0.10%
VWEHX Vanguard High-Yield Corporate Inv
5.30
+0.38%
VGHCX Vanguard Health Care Inv
203.16
+0.71%
VWIAX Vanguard Wellesley Income Admiral
59.60
+0.39%
VWNFX Vanguard Windsor II Inv
45.17
+0.92%
VIPSX Vanguard Inflation-Protected Secs Inv
11.54
+0.09%
VWENX Vanguard Wellington Admiral
72.69
+0.60%
VWIGX Vanguard International Growth Inv
32.25
+1.42%
VBIAX Vanguard Balanced Index Adm
44.90
+0.56%
VGENX Vanguard Energy Inv
48.61
+0.87%
VBINX Vanguard Balanced Index Inv
44.90
+0.56%
Holdings: VWINX
Top 9 Holdings (9.78% of Total Assets)
Sector Weightings
SectorVWINX
Financial Services 18.67%
Healthcare 15.21%
Consumer Defensive 13.25%
Industrials 10.93%
Energy 10.34%
Utilities 8.48%
Technology 8.06%
Basic Materials 6.26%
Real Estate 5.46%
Consumer Cyclical 3.33%
Communication Services 0.00%
Related Mutual Fund News
Top Mutual Funds
FSMEX Fidelity Select Medical Tech and Devcs
63.92
+2.98%
HICGX Hennessy Cornerstone Growth Inst
33.88
+2.82%
FSELX Fidelity Select Semiconductors
28.28
+2.80%
HFCGX Hennessy Cornerstone Growth Investor
32.43
+2.79%
FELTX Fidelity Advisor Semiconductors M
66.45
+2.75%
FELIX Fidelity Advisor Semiconductors I
76.99
+2.75%
FIKGX Fidelity Advisor Semiconductors Z
77.15
+2.74%
FELCX Fidelity Advisor Semiconductors C
56.93
+2.74%
FELAX Fidelity Advisor Semiconductors A
71.18
+2.74%
FTXFX FullerThaler Behavioral Sm-Cp Gr R6
41.82
+2.60%
FTXAX FullerThaler Behavioral Sm-Cp Gr A
40.68
+2.60%
OSTGX Osterweis Emerging Opportunity
15.41
+2.60%
FTXCX FullerThaler Behavioral Sm-Cp Gr C
39.53
+2.60%
FTXSX FullerThaler Behavioral Sm-Cp GrInstl
41.56
+2.59%
FTXNX FullerThaler Behavioral Sm-Cp Gr Inv
40.80
+2.59%
NESGX Needham Small Cap Growth Retail
15.51
+2.58%
NESIX Needham Small Cap Growth Institutional
16.48
+2.55%
NEEIX Needham Growth Institutional
67.79
+2.53%
NEEGX Needham Growth Retail
65.02
+2.52%
BNSCX UBS US Small Cap Growth A
16.96
+2.29%
FAGAX Fidelity Advisor Growth Opps A
142.01
+2.29%
FAGCX Fidelity Advisor Growth Opps I
157.66
+2.29%
FAGOX Fidelity Advisor Growth Opps M
139.37
+2.29%
FZAHX Fidelity Advisor Growth Opportunities Fund
159.96
+2.29%
BISCX UBS US Small Cap Growth P
20.57
+2.29%
FACGX Fidelity Advisor Growth Opps C
113.58
+2.28%
FTQGX Fidelity Focused Stock
35.96
+2.28%
FTRNX Fidelity Trend
166.58
+2.26%
FSPTX Fidelity Select Technology
30.35
+2.19%
FATIX Fidelity Advisor Technology I
114.57
+2.19%
FADTX Fidelity Advisor Technology A
101.48
+2.19%
FTHCX Fidelity Advisor Technology C
74.36
+2.18%
FIKHX Fidelity Advisor Technology Z
114.58
+2.18%
FATEX Fidelity Advisor Technology M
92.21
+2.17%
RYSAX Rydex Electronics H
340.07
+2.15%
RYSIX Rydex Electronics Inv
385.92
+2.15%
RYELX Rydex Electronics Fund
350.97
+2.15%
RYSCX Rydex Electronics C
297.11
+2.15%
EPGAX Fidelity Advisor Equity Growth A
19.02
+2.15%
FZAFX Fidelity Advisor Equity Growth Fund
22.41
+2.14%
EQPGX Fidelity Advisor Equity Growth I
22.07
+2.13%
FAEGX Fidelity Advisor Equity Growth M
18.29
+2.12%
WTSGX Segall Bryant & Hamill Small Cap Gr Ret
18.30
+2.12%
CSMCX Congress Small Cap Growth Institutional
39.20
+2.11%
AFCLX American Century Focused Intl Gr A
15.98
+2.11%
CSMVX Congress Small Cap Growth Retail
34.12
+2.09%
FDSVX Fidelity Growth Discovery
60.10
+2.09%
FGDKX Fidelity Growth Discovery K
60.22
+2.09%
AFCNX American Century Focused Intl Gr Inv
16.16
+2.08%
AFCWX American Century Focused Intl Gr R
15.77
+2.07%
AFCSX American Century Focused Intl Gr I
16.29
+2.07%
WISGX Segall Bryant & Hamill Small Cap GrInstl
18.82
+2.06%
AFCMX American Century Focused Intl Gr R6
16.38
+2.06%
FCPGX Fidelity Small Cap Growth
30.18
+2.03%
NEAIX Needham Aggressive Growth Institutional
46.86
+2.02%
WBSNX William Blair Small Cap Growth N
27.73
+2.02%
HIMDX Hennessy Cornerstone Mid Cap 30 Instl
23.70
+2.02%
FCIGX Fidelity Advisor Small Cap Growth I
30.27
+2.02%
NEAGX Needham Aggressive Growth Retail
44.52
+2.02%
FCTGX Fidelity Advisor Small Cap Growth M
26.31
+2.02%
AFCHX American Century Focused Intl Gr C
15.18
+2.02%
AFCGX American Century Focused Intl Gr G
16.71
+2.01%
FIDGX Fidelity Advisor Small Cap Growth Z
30.52
+2.01%
FCAGX Fidelity Advisor Small Cap Growth A
27.98
+2.01%
WBSIX William Blair Small Cap Growth I
33.10
+2.00%
APHYX Artisan Developing World Fund
17.86
+2.00%
HFMDX Hennessy Cornerstone Mid Cap 30 Inv
22.48
+2.00%
FBGRX Fidelity Blue Chip Growth
193.16
+2.00%
RYCCX Rydex NASDAQ-100 2x Strategy Fund
300.49
+2.00%
RYVYX Rydex NASDAQ-100 2x Strategy H
416.01
+2.00%
WBSRX William Blair Small Cap Growth R6
33.22
+2.00%
FBGKX Fidelity Blue Chip Growth K
194.26
+2.00%
RYVLX Rydex NASDAQ-100 2x Strategy A
416.13
+2.00%
FCCGX Fidelity Advisor Small Cap Growth C
22.58
+1.99%
FDCAX Fidelity Capital Appreciation
43.63
+1.99%
FCAKX Fidelity Capital Appreciation K
43.81
+1.98%
ARTYX Artisan Developing World Investor
17.55
+1.98%
UOPSX ProFunds UltraNASDAQ-100 Svc
56.93
+1.97%
UOPIX ProFunds UltraNASDAQ-100 Inv
82.52
+1.96%
APDYX Artisan Developing World Fund
17.74
+1.95%
WWWFX Kinetics Internet No Load
76.25
+1.94%
KINAX Kinetics Internet Adv A
68.90
+1.94%
KINCX Kinetics Internet Adv C
56.37
+1.93%
FGDMX Fidelity Advisor Communication ServicesA
94.25
+1.89%
FGJMX Fidelity Advisor Communication ServicesI
95.58
+1.89%
FBMPX Fidelity Select Communication Services
95.59
+1.89%
FGKMX Fidelity Advisor Communication ServicesZ
96.19
+1.89%
FGHMX Fidelity Advisor Communication ServicesC
90.87
+1.88%
FGEMX Fidelity Advisor Communication ServicesM
93.21
+1.88%
FNORX Fidelity Nordic Fund
66.52
+1.87%
ANOAX American Century Small Cap Growth A
17.45
+1.87%
ANODX American Century Small Cap Growth R6
20.19
+1.87%
ANOYX American Century Small Cap Growth Y
20.20
+1.87%
WSMNX William Blair Small-Mid Cap Growth N
26.22
+1.86%
DFDSX DF Dent Small Cap Growth Investor
22.47
+1.86%
ANONX American Century Small Cap Growth I
19.74
+1.86%
ROFIX Royce Small-Cap Opportunity Instl
15.36
+1.86%
DXQLX Direxion Mthly NASDAQ-100 Bull 1.75X Inv
69.20
+2.74%
FSCSX Fidelity Select Software & IT Svcs Port
26.90
+1.86%
WSMDX William Blair Small-Mid Cap Growth I
28.64
+1.85%