Certain information included herein is derived by Morningstar in part from MSCI’s Index Constituents (the “Index Data”). However, MSCI has not reviewed any information contained herein and does not endorse or express any opinion such information or analysis.
http://portfolios.morningstar.com/fund/summary?t=VWINX
Morningstar provides stock market analysis; equity, mutual fund, and ETF research, ratings, and picks; portfolio tools; and option, hedge fund, IRA, 401k, and 529 plan research. Our reliable data and analysis can help both experienced enthusiasts and newcomers.
http://financials.morningstar.com/fund/expense.html?t=VWINX
The 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. The Fund will invest 60% to 65% of its assets in investment grade fixed income securities with the remainder in dividend paying common stocks.
http://www.marketwatch.com/investing/fund/VWINX
Summary of this fund. Vanguard Wellesley® Income 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. Balanced allocation: 60%–65% bonds, 35%–40% stocks.
https://advisors.vanguard.com/VGApp/iip/site/advisor/investments/productoverview?fundId=0527
ETF investing, portfolio strategy, dividend investing, retirement. Vanguard Wellesley Income Fund's combination of conservative allocation, low expenses, and a solid long-term performance record makes it an ideal choice for retirees. The fund has returned an average of 10% per year over its 45-year history while maintaining a conservative 40% stock and 60% bond allocation.
https://seekingalpha.com/article/2950946-is-vanguard-wellesley-income-the-only-retirement-fund-you-need
VANGUARD® WELLESLEY® INCOME FUND. STATEMENT OF ADDITIONAL INFORMATION. January 27, 2017. This Statement of Additional Information is not a prospectus but should be read in conjunction with the Fund’s current. prospectus (dated January 27, 2017). To obtain, without charge, a prospectus or the most recent Annual Report to.
https://www.vanguard.com/pub/Pdf/sai027.pdf
Product management. Vanguard Wellesley® Income Fund seeks long-term growth of income, a high and sustainable level of current income, and moderate long-term capital appreciation by investing in high-quality bonds and stocks.
https://advisors.vanguard.com/VGApp/iip/site/advisor/investments/productoverview?fundId=0527
Morningstar provides stock market analysis; equity, mutual fund, and ETF research, ratings, and picks; portfolio tools; and option, hedge fund, IRA, 401k, and 529 plan research. Our reliable data and analysis can help both experienced enthusiasts and newcomers.
http://quotes.morningstar.com/chart/fund/chart?t=VWINX&region=usa&culture=en_US
Vanguard Wellesley® Income Fund. Semiannual Report | March 31, 2016. Contents. Please note: The opinions expressed in this report are just that—informed opinions. They should not be considered promises or advice. Also, please keep in mind that the information and opinions cover the period through the date on the front of this report. Of course, the. risks of investing in your fund are spelled out in the prospectus. See the Glossary for definitions of investment terms used in this report.
https://www.vanguard.com/funds/reports/q272.pdf
Wellesley Income Fund 0.23% 0.16% 0.83%. The fund expense ratios shown are from the prospectus dated January 26, 2016, and represent estimated costs for the current fiscal year. For. the six months ended March 31, 2016, the fund’s annualized expense ratios were 0.21% for Investor Shares and 0.15% for Admiral Shares.
https://www.vanguard.com/funds/reports/q272.pdf
vanguard wellesley income
Vanguard Wellesley® Income Fund seeks long-term growth of income, a high and sustainable level of current income and moderate long-term capital appreciation by investing in high-quality bonds and stocks.