Vanguard Wellesley Income Inv (VWINX)
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Vanguard Wellesley Income Inv
Valley Forge PA 19482
Po Box 2600 V26
Vanguard Wellesley Income Fund
610-669-6295
Management Information
Matthew C Hand,Lead Manager since October 4, 2021
As a portfolio manager on the Value Team, Matt manages equity assets on behalf of clients, drawing on research from Wellington’s investment platform. He also conducts fundamental analysis for the team, focusing on the consumer, and real estate industries. He is based out of Wellington’s Radnor, Pennsylvania, office.
Matt joined Wellington Management in 2004 after he earned his BA in economics from the University of Pennsylvania (2004). Additionally, he holds the Chartered Financial Analyst designation and is a member of the CFA Society of Philadelphia and the CFA Institute.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.
Fund Overview
CategoryAllocation--30% to 50% Equity
Fund FamilyVanguard
Net Assets51.54B
YTD Return-0.53%
Yield3.46%
Morningstar Rating★★★★★
Inception DateMay 13, 2001
Fund Operations
Last Dividend0.21
Last Cap Gain0.00
Holdings Turnover53.00%
Average for CategoryN/A
Fees & Expenses
ExpenseVWINXCategory Average
Annual Report Expense Ratio (net)0.16%0.72%
Prospectus Net Expense Ratio0.16%N/A
Prospectus Gross Expense Ratio0.16%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A4.82%
Max Deferred Sales LoadN/A1.38%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A
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