VWINX Mutual Fund
VWINX Mutual Fund
NAV$26.01
AUM$7.3B
TER0.22%
Holdings1,488
See how much of VWINX you already own
VWINX Mutual Fund
NAV$26.01
Vanguard Wellesley Income Fund Investor Class
AUM$7.3B
TER0.22%
Holdings1,488
See how much of VWINX you already own
VWINX Mutual Fund Overlap Analysis
VWINX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
VWINX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1488 holdings, VWINX may share significant positions with broad-market funds.
VWINX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. VWINX tax-loss harvesting finds highly correlated but non-identical funds.