Vanguard Wellesley Income Inv (VWINX) Fund Ranking and Research

Ranking, Research and Recommendation of Vanguard Wellesley Income Inv (VWINX) Fund

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Fund Manager - John C. Keogh

Fund Manager Information

Fund Manager Tenure: 11.4 years
Similar Funds: VWIAX
Fund Family: Vanguard
Fund Category: Allocation--30% to 50% Equity
Fund Performance: May 30, 2016
Fundmojo Fund Grade: A+ (Score: 0.83) (What does this score mean?)
Honorable Mentioning: US News (2011),
Keogh is a senior vice president and partner of Wellington Management Company, his employer since 1983. He is responsible for all activities related to investing in money-market securities, including selection strategy and investment process. Previously, he spent five years with Connecticut National Bank. Get more insights on John C. Keogh

Vanguard Wellesley Income Inv Fund (VWINX) Profile

Fund Profile and Description

Vanguard Wellesley Income Inv Fund seeks to provide long-term growth of income and a high and sustainable level of current income, along with moderate long-term capital appreciation. Vanguard Wellesley Income Inv Fund invests approximately 60% to 65% of assets in investment-grade 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.

What we like about Vanguard Wellesley Income Inv (VWINX) Fund

Data for Vanguard Wellesley Income Inv Fund (VWINX) as of May 30, 2016

Vanguard Wellesley Income Inv Fund (VWINX) management has been with Vanguard Wellesley Income Inv Fund for 11.4 years
Vanguard Wellesley Income Inv Fund (VWINX) has good short-term performance (1-year return 4.93% vs -1.15% Allocation--30% to 50% Equity category median performance)
Vanguard Wellesley Income Inv Fund (VWINX) has good mid-term performance (3-year return 6.19% vs 3.44% Allocation--30% to 50% Equity category median performance)
Vanguard Wellesley Income Inv Fund (VWINX) has good Long-term performance (5-year return 7.41% vs 4.31% Allocation--30% to 50% Equity category median performance)
Vanguard Wellesley Income Inv Fund (VWINX) ratio of up-years vs down years is greater than 2
Vanguard Wellesley Income Inv Fund (VWINX) has a Morningstar rating of 4 and above
Asset base in Vanguard Wellesley Income Inv Fund (VWINX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
Vanguard Wellesley Income Inv Fund (VWINX) is less volatile than its peers as it has a 3-year Standard Deviation of 4.73, lower than category average of 5.82
Vanguard Wellesley Income Inv Fund (VWINX) has a lower expense ratio than its Allocation--30% to 50% Equity average: 0.23% vs 0.81%
Vanguard Wellesley Income Inv Fund (VWINX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

What we are cautious about Vanguard Wellesley Income Inv (VWINX) Fund

Data for Vanguard Wellesley Income Inv Fund (VWINX) as of May 30, 2016

Vanguard Wellesley Income Inv Fund (VWINX) has an annual stock turnover rate of 59.00% that is higher than the Allocation--30% to 50% Equity average of 48.09%. This could mean Vanguard Wellesley Income Inv is more nimble, but also signal potential high tax impact and high trading fees

See Vanguard Wellesley Income Inv Fund (VWINX) performance details as of May 30, 2016

What do you think?

Compare with other top Allocation--30% to 50% Equity category mutual funds

Aadditional top Allocation--30% to 50% Equity mutual funds for your consideration

Fund	Year to Date	1 Year	3 year	5 year
Vanguard Wellesley Income Inv	5.33	4.93	6.19	7.41
Hartford Balanced Income I (HBLIX)	5.89	3.65	6.25	7.99	Compare
American Century Strat Allc: Cnsrv Instl (ACCIX)	3.14	0.12	4.47	5.27	Compare
Berwyn Income (BERIX)	4.25	0.44	4.23	5.21	Compare

See top fund managers for Allocation--30% to 50% Equity Category Funds

Compare with Allocation--30% to 50% Equity category ETFs

Some Allocation--30% to 50% Equity ETFs for your consideration

ETF	Year to Date	One Year	Three Year
PowerShares CEF Income Composite ETF (PCEF)	6.79%	0.95%	3.50%
iShares Core Conservative Allocation (AOK)	0	0	0
iShares Core Moderate Allocation (AOM)	3.37%	-0.12%	4.15%

Vanguard Wellesley Income Inv (VWINX) Fund Net Asset

Track net asset change of Vanguard Wellesley Income Inv fund (VWINX)

Date	Net Asset
05/2016	$45.86B
03/2016	$43.74B
02/2016	$41.64B

More historic net asset information on Vanguard Wellesley Income Inv Fund (VWINX)

Vanguard Wellesley Income Inv (VWINX) Fund Portfolio Allocation

Track portfolio allocation change of Vanguard Wellesley Income Inv fund (VWINX)

Date	Cash	Stock	Bond	Other
03/2016	3.1%	36.52%	59.61%	0.7%
12/2015	2.41%	37.52%	59.49%	0.46%
09/2015	1.95%	35.75%	61.65%	0.53%

Click here to see more historic asset allocation information on Vanguard Wellesley Income Inv Fund (VWINX)

Top 10 Holdings in Vanguard Wellesley Income Inv (VWINX) Fund

Discover what Vanguard Wellesley Income Inv Fund (VWINX) manager is buying

Mar 30, 2016

Microsoft Corporation [1.86%]
US Treasury Note 1.75% [1.55%]
US Treasury Note 1.375% [1.53%]
Wells Fargo & Company Common St [1.38%]
Johnson & Johnson Common Stock [1.37%]
General Electric Company Common [1.29%]
Merck & Company, Inc. Common St [1.27%]
US Treasury Note 1% [1.26%]
Exxon Mobil Corporation Common [1.22%]
JP Morgan Chase & Co. Common St [1.2%]

Dec 30, 2015

Microsoft Corporation [2%]
Wells Fargo & Company Common St [1.66%]
US Treasury Note 1.75% [1.66%]
US Treasury Note 1.375% [1.65%]
JP Morgan Chase & Co. Common St [1.44%]
Johnson & Johnson Common Stock [1.4%]
Merck & Company, Inc. Common St [1.37%]
US Treasury Note 1% [1.37%]
General Electric Company Common [1.36%]
Pfizer, Inc. Common Stock [1.26%]

Sep 29, 2015

US Treasury Note 1.75% [1.72%]
Microsoft Corporation [1.64%]
Wells Fargo & Company Common St [1.61%]
US Treasury Note 1.375% [1.59%]
US Treasury Note 1% [1.41%]
JP Morgan Chase & Co. Common St [1.36%]
Merck & Company, Inc. Common St [1.31%]
Johnson & Johnson Common Stock [1.27%]
Exxon Mobil Corporation Common [1.19%]
US Treasury Note 2% [1.14%]

Click here for Stock Holding Change Map in Vanguard Wellesley Income Inv Fund (VWINX)

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Data is provided for informational purposes only, and is not intended for trading purposes. Although data are gathered from sources believed to be reliable, Fund Mojo and its content providers cannot guarantee completeness and accuracy. Performance data quoted represents past performance. Fund Mojo and its content providers accept no liability for reliance on this data.