VWIAX Mutual Fund

VWIAX Mutual Fund (Vanguard Wellesley Income Fund Admiral Shares) is managed by Vanguard (US) with $39.80B in net assets. VWIAX expense ratio is 0.15%, holding 1488 positions across sectors including Financials, Health Care, Utilities. Inception date: 2001-05-14.

VWIAX performance shows a YTD return of 3.88%. The 1-year return is 7.26% and the 5-year return is 3.83%. VWIAX dividend yield stands at 7.80%, paid quarterly.

VWIAX top holdings include Broadcom Inc (3.0%), Merck & Company Inc (1.1%), Diamondback Energy, Inc. (1.1%), United States Department 3.875 04/30/2031 3.875 2031-04-30 (0.9%), Johnson & Johnson - Common (0.8%). Go to all VWIAX holdings, VWIAX sectors, or VWIAX dividends.

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