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Vanguard Wellesley® Income Fund Admiral™ Shares (VWIAX)

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59.37 +0.25    +0.42%
19/04 - Closed. Currency in USD ( Disclaimer )
Type:  Fund
Market:  United States
Issuer:  Vanguard
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 42.33B
Vanguard Wellesley Income Admiral 59.37 +0.25 +0.42%

Vanguard Wellesley® Income Fund Admiral™ Shares Overview

 
Find basic information about the Vanguard Wellesley® Income Fund Admiral™ Shares mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add VWIAX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: US9219382051)
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Rating
1-Year Change - 1.43%
Prev. Close59.12
Risk Rating
TTM Yield3.45%
ROE21.51%
IssuerVanguard
Turnover53%
ROA7.48%
Inception DateMay 14, 2001
Total Assets42.33B
Expenses0.16%
Min. Investment50,000
Market Cap84B
CategoryAllocation - - 30% to 50% Equity
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Performance

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Condition

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1019 1019 1077 1067 1277 1692
Fund Return 1.9% 1.9% 7.68% 2.19% 5.01% 5.4%
Place in category 410 410 389 117 160 27
% in Category 87 87 85 25 38 9

Top Equity Funds by Vanguard

  Name Rating Total Assets YTD% 3Y% 10Y%
  Vanguard Total Stock Market Ins Pls 656.16B 10.01 9.65 -
  Vanguard 500 Index Admiral 505.18B 10.54 11.44 12.92
  Vanguard Total Stock Market Admiral 373.3B 10.00 9.63 12.27
  Vanguard Total Intl Stock Index Inv 195.27B 4.34 1.83 4.38
  Vanguard Institutional Idx Instl Pl 168.84B 10.55 11.47 12.95

Top Funds for Allocation--30% to 50% Equity Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Vanguard LifeStrategy Cnsrv Gr Inv 10.26B 2.71 1.29 4.85
  Vanguard Tax-Managed Balanced Adm 9.58B 4.89 5.27 7.52
  Vanguard Wellesley Income Inv 9.21B 1.90 2.11 5.33
  BlackRock Multi-Asset Income Instl 5.95B 2.61 1.91 4.08
  American Funds Income Portfolio A 5.32B 3.46 4.00 5.56

Top Holdings

Name ISIN Weight % Last Change %
  JPMorgan US46625H1005 1.73 185.84 +2.53%
  Merck&Co US58933Y1055 1.33 125.78 +0.44%
  Pfizer US7170811035 1.18 25.99 +2.36%
  J&J US4781601046 1.10 147.93 +1.50%
  ConocoPhillips US20825C1045 1.06 129.39 +1.24%

Technical Summary

Type Daily Weekly Monthly
Moving Averages Sell Strong Sell Strong Sell
Technical Indicators Strong Sell Sell BUY
Summary Strong Sell Strong Sell Neutral
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VWIAX Comments

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Thomas Drake
Thomas Drake Mar 21, 2023 1:47PM ET
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VWIAX and VWINX were very early Vanguard funds operated by Wellington of Boston. it’s historically a good conservative income generator from bonds and stocks. Very few stock funds are rated buys here at this time, but I’ll be rebuying it as the stick bear market plays out. For now bonds are a safer shorter term bet.
Thomas Drake
Thomas Drake Mar 21, 2023 1:47PM ET
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Stock bear market that is
Charles ODonnell
Charles ODonnell Mar 21, 2023 1:47PM ET
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Don't you think ESG has played a role in reducing both VWIAX and VWINX funds. I was invested in both heavily for 7-8 years thinking I would kick back during retirement with these...but changed my mind due to their ESG agenda which I believe hurt my financial goals.
Warren Wesley
Warren Wesley Mar 21, 2023 1:47PM ET
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heavy load to bonds. big payout in December
Warren Wesley
Warren Wesley Mar 21, 2023 1:47PM ET
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Warren Wesley very low fee to carry. influence greatly by interest rates.
 
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