VWINX Mutual Fund

VWINX Mutual Fund (Vanguard Wellesley Income Fund Investor Class) is managed by Vanguard (US) with $7.30B in net assets. VWINX expense ratio is 0.22%, holding 1540 positions across sectors including Financials, Health Care, Utilities. Inception date: 1970-07-01.

VWINX performance shows a YTD return of 3.31%. The 1-year return is 8.89% and the 5-year return is 3.57%. VWINX dividend yield stands at 7.76%, paid quarterly.

VWINX top holdings include Broadcom Inc (2.0%), Merck & Company Inc (1.2%), Bank Of America Corp. (1.1%), Johnson & Johnson - Common (1.0%), Conocophillips Common Stock USD 0.01 (0.8%). Go to all VWINX holdings, VWINX sectors, or VWINX dividends.

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