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Vanguard Wellesley Income Fund: (MF: VWINX)
(NASDAQ Mutual Funds) As of Jan 21, 2026 05:52 PM ET
$25.77 USD
-0.03 (-0.12%)
Zacks MF Rank
2-Buy of 5 2
Fund Description
The fund invests approximately 60% to 65% of its assets in investment-grade fixed income securities, which include corporate bonds, U.S. Treasury bonds, government agency bonds, and mortgage-backed securities, aimed at generating a reasonable level of current income. The remaining 35% to 40% of its assets are allocated to common stocks of companies noted for having a history of above-average dividends or an expectation of increasing dividends. This strategic allocation seeks to balance income generation with potential growth through equity investments.
Load Information
| Ticker | Max Load % |
Deferred Load % |
Red. Fee % |
12B-1 Fee % |
Mgmt Fee % |
Expense Ratio % |
|
|---|---|---|---|---|---|---|---|
| Vanguard Wellesley Income Inv | VWINX | NA | NA | 0.00 | 0.00 | 0.22 | 0.22 |
Return Data
| Ticker | Nav | Inception Date | % yield | 1 year return | 2 year return | 3 year return | |
|---|---|---|---|---|---|---|---|
| Vanguard Wellesley Income Inv | VWINX | 25.80 | 7/1/1970 | 3.48 | 10.96 | 7.94 | 4.41 |
| Vanguard Wellesley Income Adm | VWIAX | 62.26 | 5/14/2001 | 3.54 | 11.09 | 8.03 | 4.49 |
Investment Information
| Ticker | Minimum Initial Investment ($) | Minimum Subsequent Investment ($) | Minimum Initial IRA ($) | Dividend Frequency | |
|---|---|---|---|---|---|
| Vanguard Wellesley Income Inv | VWINX | 3000 | 1 | 0 | Q |
Contact Information
| Family | Vanguard Group |
| Address | 100 Vanguard Blvd. Malvern, PA 19355 |
| Phone | 800 662-7447 |