VWINX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

Vanguard Wellesley® Income I (VWINX) Ownership - Who owns Vanguard Wellesley® Income I?

The investment seeks to provide long-term growth of income and a high and sustainable level of current income, along with moderate long-term capital appreciation... Show more

Category: #Moderate Allocation

#MovingAverage #Momentum #MACD #Pattern #RSI #Stochastic #Aroon #Bollinger

Profile

Details

Group

Balanced Funds

Fundamentals

VWINX

Net Assets

48.9B

Fund Existence

almost 55 years

Turnover

59.00

Total Expense Ratio

0.23

Front Load

N/A

Manager

N/A

Manager Tenure

N/A

Min. Initial Investment

3000

Min. Initial Investment IRA

N/A

Morningstar Category

Moderately Conservative Allocation

Administrative Fee

N/A

Annual Report Gross Expense Ratio

0.23

Assets in Top Ten Holdings

5.58B

Average Credit Quality

Average Effective Duration

6.58

Average Effective Maturity

10.04

Fund of Funds

Fund Share Class Net Assets

8.4B

Fund Type

OpenEnd

Index Fund

Management Fee

0.22

Modified Duration

6.67

No Load Fund

Yes

Number of Long Holdings

1475.00

Number of Net Holdings

1477.00

Number of Short Holdings

2.00

Prospectus Acquired Expense Ratio

N/A

Weighting Top Ten Holdings

11.35%

Gain YTD

-0.172

Annual Yield % from dividends

3.66

Returns for 1 year

2.08

Returns for 3 years

-2.10

Returns for 5 years

2.36

Returns for 10 years

14.30

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General Information

Category ModerateAllocation

Profile

Fundamentals

Details