Vanguard Wellesley Income Fund Quote
| VWIAX Fund | USD 61.13 0.74 1.20% |
PerformanceModest
| Odds Of DistressLow
|
Vanguard Wellesley is trading at 61.13 as of the 23rd of March 2025; that is 1.2 percent down since the beginning of the trading day. The fund's open price was 61.87. Vanguard Wellesley has about a 21 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 23rd of December 2024 and ending today, the 23rd of March 2025. Click here to learn more.
The fund invests approximately 60 percent to 65 percent 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 percent to 40 percent of fund assets are invested in common stocks of companies that have a history of above-average dividends or expectations of increasing dividends.. More on Vanguard Wellesley Income
Moving together with Vanguard Mutual Fund
Vanguard Mutual Fund Highlights
| Fund Concentration | Vanguard Funds, Large Value Funds, Allocation--30% to 50% Equity Funds, Allocation--30% to 50% Equity, Vanguard, Large Value, Allocation--30% to 50% Equity (View all Sectors) |
| Update Date | 31st of March 2025 |
Vanguard Wellesley Income [VWIAX] is traded in USA and was established 23rd of March 2025. Vanguard Wellesley is listed under Vanguard category by Fama And French industry classification. The fund is listed under Allocation--30% to 50% Equity category and is part of Vanguard family. This fund at this time has accumulated 53.15 B in net assets with minimum initial investment of 50 K. Vanguard Wellesley Income is currently producing year-to-date (YTD) return of 2.85% with the current yeild of 0.04%, while the total return for the last 3 years was 3.41%.
Check Vanguard Wellesley Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Vanguard Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Vanguard Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Vanguard Wellesley Income Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Vanguard Wellesley Income Mutual Fund Constituents
| MSFT | Microsoft | Stock | Information Technology | |
| WFC | Wells Fargo | Stock | Financials | |
| CAT | Caterpillar | Stock | Industrials | |
| XOM | Exxon Mobil Corp | Stock | Energy | |
| VZ | Verizon Communications | Stock | Communication Services | |
| PM | Philip Morris International | Stock | Consumer Staples | |
| PG | Procter Gamble | Stock | Consumer Staples | |
| PFE | Pfizer Inc | Stock | Health Care |
Vanguard Wellesley Income Risk Profiles
| Mean Deviation | 0.341 | |||
| Standard Deviation | 0.6424 | |||
| Variance | 0.4127 | |||
| Risk Adjusted Performance | (0.05) |
Vanguard Wellesley Against Markets
Other Information on Investing in Vanguard Mutual Fund
Vanguard Wellesley financial ratios help investors to determine whether Vanguard Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Vanguard with respect to the benefits of owning Vanguard Wellesley security.
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