VGWIX Mutual Fund

VGWIX Mutual Fund (Vanguard Global Wellesley Income Fund Investor Shares) is managed by Vanguard (US) with $100.0M in net assets. VGWIX expense ratio is 0.43%, holding 642 positions across sectors including Financials, Industrials, Utilities. Inception date: 2017-11-02.

VGWIX performance shows a YTD return of 5.49%. The 1-year return is 8.79% and the 5-year return is 5.08%. VGWIX dividend yield stands at 3.78%, paid quarterly.

VGWIX top holdings include Vanguard Cmt Funds-Vanguard Market Liquidity Fund (2.3%), Bundesrepub. 0% 11/15/28/EUR (1.5%), Tsmc (1.4%), Finecobank (1.3%), Merck & Company Inc (1.2%). Go to all VGWIX holdings, VGWIX sectors, or VGWIX dividends.

VGWIX can be compared against other funds. Use VGWIX overlap to find shared positions, or VGWIX vs another fund for a side-by-side view. VGWIX alternatives are available via the screener, along with tax-loss harvesting opportunities.