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Fund Intelligence | Best Managers | VWINX Insights | VWINX Score | VWINX Performance | VWINX News | VWINX Allocation | VWINX Holdings Change
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: 10.2 yearsSimilar 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 10.2 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
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% |
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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 |
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% |
Top 10 Holdings in Vanguard Wellesley Income Inv (VWINX) Fund
Discover what Vanguard Wellesley Income Inv Fund (VWINX) manager is buying
Click here for Stock Holding Change Map in Vanguard Wellesley Income Inv Fund (VWINX)
Latest News on Vanguard Wellesley Income Inv (VWINX) Fund
See what is happening with Vanguard Wellesley Income Inv Fund (VWINX)
See more information on Vanguard Wellesley Income Inv (VWINX) Fund
Popular pages on Vanguard Wellesley Income Inv (VWINX) Fund
- Vanguard Wellesley Income Inv (VWINX) Fund Research and Recommendation
- Vanguard Wellesley Income Inv (VWINX) Fund Performance Data
- Vanguard Wellesley Income Inv (VWINX) Fund Manager Information
- Historic Vanguard Wellesley Income Inv (VWINX) Fund Asset Allocation Report
- Historic Vanguard Wellesley Income Inv (VWINX) Fund Top 10 Holding Tracking
- Historic Vanguard Wellesley Income Inv (VWINX) Fund Asset Under Management Tracking