VWINX Mutual Fund Analysis & Holdings | MarketXLS

VWINX Mutual Fund

NAV$26.15

AUM$7.5B

TER0.22%

Holdings1,540

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VWINX Mutual Fund

NAV$26.15

Vanguard Wellesley Income Fund Investor Class

AUM$7.5B

TER0.22%

Holdings1,540

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare VWINX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings VWINX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

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 1540 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.