Vanguard Wellesley Income Fund: (MF: VWINX)
(NASDAQ Mutual Funds) As of May 1, 2025 08:00 PM ET
$24.97 USD
-0.09 (-0.36%)
Fund Description
The fund was incepted in July 1970 and is managed by Wellington Management Company. The objective of this fund is to seek high level of income, long-term growth of income, and moderate long-term growth of capital. The fund's assets are divided between bonds and common stocks, with 60% to 65% of its assets in high-quality long-term and intermediate-term bonds and the remainder in dividend-paying stocks. In keeping with the fund's conservative orientation, asset allocation changes are made gradually when desirable to improve the income stream or in reaction to the relative value of the stock and bond markets. The fund distributes dividends quarterly in March, June, September and December. Capital gains, if any, are distributed annually in December.
Load Information
| Ticker | Max Load % |
Deferred Load % |
Red. Fee % |
12B-1 Fee % |
Mgmt Fee % |
Expense Ratio % |
|
|---|---|---|---|---|---|---|---|
| Vanguard Wellesley Income Inv | VWINX | NA | NA | 0.00 | 0.00 | 0.22 | 0.23 |
Return Data
| Ticker | Nav | Inception Date | % yield | 1 year return | 2 year return | 3 year return | |
|---|---|---|---|---|---|---|---|
| Vanguard Wellesley Income Inv | VWINX | 25.07 | 7/1/1970 | 3.65 | 6.93 | 3.22 | 6.15 |
| Vanguard Wellesley Income Adm | VWIAX | 59.67 | 5/14/2001 | 3.73 | 6.98 | 3.29 | 6.22 |
Investment Information
| Ticker | Minimum Initial Investment ($) | 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 |