Vanguard Wellesley Income Fund Quote

VWINX Fund  USD 26.17  0.06  0.23%   

Performance

3 of 100

 
Weak
 
Strong
Insignificant

Odds Of Distress

Less than 22

 
High
 
Low
Low
Vanguard Wellesley is trading at 26.17 as of the 25th of November 2024; that is 0.23 percent increase since the beginning of the trading day. The fund's open price was 26.11. Vanguard Wellesley has about a 22 % 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. Equity ratings for Vanguard Wellesley Income are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 6th of December 2022 and ending today, the 25th of November 2024. 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. Vanguard Wellesley is traded on NASDAQ Exchange in the United States. More on Vanguard Wellesley Income

Moving together with Vanguard Mutual Fund

  0.62VMLUX Vanguard Limited TermPairCorr
  0.62VMLTX Vanguard Limited TermPairCorr

Vanguard Mutual Fund Highlights

Fund ConcentrationVanguard 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 Date30th of September 2024
Expense Ratio Date31st of January 2023
Fiscal Year EndSeptember
Vanguard Wellesley Income [VWINX] is traded in USA and was established 25th of November 2024. 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 54.83 B in net assets with no minimum investment requirementsVanguard Wellesley Income is currently producing year-to-date (YTD) return of 6.93% with the current yeild of 0.04%, while the total return for the last 3 years was 1.69%.
Check Vanguard Wellesley Probability Of Bankruptcy

Instrument Allocation

Top Vanguard Wellesley Income Mutual Fund Constituents

MSFTMicrosoftStockInformation Technology
WFCWells FargoStockFinancials
CVXChevron CorpStockEnergy
CATCaterpillarStockIndustrials
XOMExxon Mobil CorpStockEnergy
VZVerizon CommunicationsStockCommunication Services
PMPhilip Morris InternationalStockConsumer Staples
PGProcter GambleStockConsumer Staples
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Vanguard Wellesley Income Risk Profiles

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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