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VWINX Mutual Fund Price & Analysis

The Vanguard Wellesley Income Fund (VWINX) is a mutual fund that seeks to provide investors with a balanced portfolio of both stocks and bonds. The fund primarily invests in high-quality, income-generating securities, with a focus on dividend-paying stocks and investment-grade bonds. This fund is designed for investors seeking a steady stream of income and moderate long-term growth potential. With a low expense ratio and a long track record of consistent returns, VWINX is a popular choice for those looking for a well-diversified, income-focused investment option.

VWINX Mutual Fund Chart & Stats

Previous Close$25.51
Sub-CategoryModerate Allocation
Total Liabilities854.13M
Expense Ratio0.23%
Holding Count1,437
Brandvanguard wellesley income fund
0.99 (3.88%)
CategoryBalanced
Total Assets52.41B
Shares OutstandingN/A
52-Week Range$22.14 - $25.73

Top 10 Holdings

Name
Weight %
JPMorgan Chase & Co.
1.86%
Merck & Company
1.53%
USD_CASH
United States Treasury Note/Bond
1.20%
Conocophillips
1.13%
EOG Resources Inc
1.12%
Johnson & Johnson
1.11%
Pfizer Inc
1.09%
Cisco
0.92%
USD_CASH
United States Treasury Note/Bond
0.88%
Broadcom Inc.
0.82%
Total11.67%

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