Any representation to the contrary is a criminal offense. VWINX has a higher expense ratio than VBIAX (0.23% vs 0.07%). If you're already a Vanguard client: Call 800-888-3751. The fund has generated an average annual return of nearly 10% since its inception. This is an overview of the fund, along with several fund highlights. During the 2008 stock market collapse, for example, it declined just 10%, which was less than its category and far less than stock-only funds. Both VWINX and VGSTX are mutual funds. What is VWINX beta? Wellington manages all or portions of 12 Vanguard funds, including Vanguard’s top-performing Health Care Fund, Wellesley Income Fund, and of course, Vanguard Wellington Fund. Compare and contrast: VWINX vs VDIGX. Market Value: $58.6 billion. The balanced approach has worked very well for investors. Both VWINX and VBIAX are mutual funds. See Vanguard Wellesley Income Fund (VWIAX) environment, social and governance ratings to help you with your stock-buying decisions. VSCGX profile: The Fund seeks to provide current income and low-to-moderate growth of capital by investing in other Vanguard Funds. Reckmeyer has managed the fund since 2007, Keogh since 2008. Compare and contrast: VWINX vs VGSTX. Are you looking to buy or sell VWINX? Below is the comparison between VWINX and DODIX. Contents Important information about access to shareholder reports Beginning on January 1, 2021, as permitted by regulations adopted by the Securities and Exchange Commission, paper copies of your fund’s annual and 19. Vanguard Total Stock Market Index Fund (VTSAX) Stock Ticker: VTSAX. The Vanguard Wellesley (VWINX) and Wellington (VWELX) funds are both balanced mutual funds managed by the Wellington Management company. DODIX profile: The Fund seeks a high and stable rate of current income, consistent with long-term preservation of capital. It invests primarily in stocks that offer current dividends. As much as one-third of the portfolio may be invested in stocks of companies with a history of paying above-average dividends that increase over time. If you’re looking for a quick scoop on VWINX "stock" (price chart, key stats, buy or sell analysis and holdings), go to Finny and look for "VWINX". Both VWINX and VASIX are mutual funds. Compare and contrast: VWINX vs DODIX. Top holdings are the securities with the greatest market value weight in a portfolio. The Vanguard Wellesley Income Fund is a balanced earnings fund with a portfolio of 30-50% shares and the remaining in investment-grade bonds. As of March 2020, over the last three years, the fund has an average pre-tax annualized return of 7.71%, 6.46% for the last five years and 7.98% for 10 years – results that have consistently earned it a five-star rating from Morningstar Inc. Market value: $51.1 billion. Compare and contrast: VWINX vs VSCGX. For a higher-risk conservative fund, Kinnel says he … The Vanguard Retirement Income Fund $105,000, just a fraction over what your starting value was. This $60 billion mutual fund is primarily oriented to medium-term buyers who need regular earnings and who’re keen to … Overall, Vanguard Wellesley Income Admiral ( VWIAX ) has a high Zacks Mutual Fund rank, strong performance, average downside risk, and lower fees compared to its peers. The investment seeks to provide long-term growth of income and a high and sustainable level of current income, along with moderate long-term capital appreciation. VWINX front-end sales load is 0. VWINX has a higher expense ratio than VWIAX (0.23% vs 0.16%). They too hold positions at Wellington Management and also work on its other funds. How would you assess VWINX risk? The Culture at Wellington Management Both VWINX and DODIX are mutual funds. Because of superior portfolio management, Wellington Fund's 10-year annualized rate of return is 6.98%, and it outperformed its benchmark index by 0.58% over that period. The fund invests approximately 60% to 65% of assets in investment-grade How Vanguard Wellesley Won the War. Both VWINX and VWELX are mutual funds. VWINX has a lower expense ratio than VDIGX (0.23% vs 0.27%). VWINX expense ratio is 0.23%. What are VWINX buy reasons? Compare and contrast: VWINX vs VASIX. 22. government bonds. Investment ideas are specific views, plans, or ideas on ways to invest money effectively. VWINX | A complete Vanguard Wellesley Income Fund;Investor mutual fund overview by MarketWatch. What are VWINX negatives? VWINX has a higher expense ratio than VTINX (0.23% vs 0.12%). Loran Moran and Michael Stack joined them in early 2017. See Vanguard Global Wellesley Income Fund (VGYAX) mutual fund ratings from all the top fund analysts in one place. Both VWINX and VWIAX are mutual funds. Vanguard Global Wellesley Income ... of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating. Balanced: Allocation--50% to 70% Equity, Taxable Fixed Income: Intermediate-Term Bond. Before we start: if you’re looking for VWINX “stock” price, you can quickly find it out by visiting Finny and typing "VWINX quote". What are the pros of investing in VWINX? VWINX has a lower 5-year return than VWELX (7.51% vs 9.81%). View mutual fund news, mutual fund market and mutual fund interest rates. Monday through Friday 8 a.m. to 8 p.m., Eastern time The Fund seeks to provide long-term growth of income and a high and sustainable level of current income, along with moderate long-term capital appreciation. VWINX has generated the following returns: 4. Keogh is the fixed-income portfolio manager, and Reckmeyer is the equity portfolio manager. January 31, 2020 Vanguard Wellesley Income Fund Investor Shares (VWINX) A portfolio is a collection of financial investments like stocks, bonds, commodities, cash, and cash equivalents, including mutual funds and ETFs. ... current Morningstar Analyst Ratings. Author; VWINX 12b-1 distribution fee is 0. Conservative growth is an investment strategy that aims to preserve wealth and grow invested capital over the long term. Vanguard Wellesley® Income Fund Summary Prospectus The Securities and Exchange Commission (SEC) has not approved or disapproved these securities or passed upon the adequacy of this prospectus. What is VWINX minimum initial investment amount? He is also a chartered financial analyst (CFA). 7-day free trial: Get unlimited comparisons, and stock, ETF and mutual fund analyses for just $15 a month, without ads. For further information, check out VWINX vs VTINX comparison details. VWINX has a lower expense ratio than VGSTX (0.23% vs 0.31%). VASIX profile: The Fund seeks to provide current income by investing in other Vanguard Funds. It focuses on high-quality companies that have prospects for long-term total returns as a result of their ability to grow earnings and willingness to increase dividends over time. Get the lastest Fund Profile for Vanguard Wellesley Income Fund from Zacks Investment Research As of March 2020, the fund's portfolio is comprised approximately of 40% stocks and 60% bonds. By using Investopedia, you accept our. Learn more about mutual funds at fidelity.com. For further information, check out VWINX vs VGSTX comparison details. In this VWINX mutual fund review, we’ll address key questions our readers have been asking us about this fund, above and beyond what you can find in its prospectus, and on Morningstar or Yahoo Finance. Expense ratio: 0.20% … Good news: this fund does not have 12b1, front-end or back-end sales fees. Crisis at Vanguard: Part II. Vanguard Wellesley Income Fund Investor Shares (VWINX) (0027) Vanguard Wellington Fund Investor Shares (VWELX) (0021) Vanguard Windsor Fund Investor Shares (VWNDX) (0022) Related Posts. 6. Type: Dividend growth. In the last 10 years, VWINX had 10 up years and 0 down This $60 billion mutual fund is primarily oriented to medium-term investors who want steady income and who are willing to accept a modest level of risk. January 6, 2020 By Jeremy Jones, CFA. To this day, Wellington and Vanguard maintain a close relationship. Established in 1970, the Wellesley Income Fund has become one of the more successful income-oriented balanced funds for conservative investors. For further information, check out VWINX vs VWIAX comparison details. VWINX: Vanguard Wellesley Income Fund - Fund Profile. For further information, check out VWINX vs VDIGX comparison details. Even after the higher income amounts Wellesely paid out, you also had $31,000 MORE in your portfolio balance at the end of the 2019! Vanguard exchange-traded funds (ETFs) are a class of funds offered by Vanguard that are traded, like any other shares, on the U.S. stock exchanges, such as New York Stock Exchange (NYSE) and Nasdaq. Vanguard Wellesley Income Fund seeks to provide long-term growth of income and ahigh and sustainable level of current income, along with moderate long-term capital appreciation. Below is the comparison between VWINX and VASIX. For further information, check out VWINX vs VASIX comparison details. What is VWINX tax efficiency (tax-cost ratio)? Below is the comparison between VWINX and VGSTX. years. Dividend … Finny Score is 83. online@vanguard.com. Compare and contrast: VWINX vs VBIAX. Aggregate Float Adjusted Index. Asset Class: Large-cap, … 21. The Vanguard Wellesley Income Fund has been a core holding within our Strategic Income Portfolio ever since we started to bulk up on high quality-fixed income assets. VWINX has a lower expense ratio than DODIX (0.23% vs 0.42%). Wellington and Wellesley both invest in dividend-paying stocks as well as bonds, but there are some crucial differences. 16. Below is the comparison between VWINX and VDIGX. Compare and contrast: VWINX vs VTINX. 18. Balanced: Allocation--30% to 50% Equity, U.S. Vanguard Wellesley Income Fund Offers the Best of Both Worlds For a one-stop shop, Wellesley Income has been extremely competitive. What are VWINX historical returns? 9. Analyze the Fund Vanguard Wellesley ® Income Fund Investor Shares having Symbol VWINX for type mutual-funds and perform research on other mutual funds. The expense ratio of a fund is the total percentage of fund assets used for administrative, management, and all other expenses. The fund offers upside potential with limited volatility. Growth and income funds pursue both capital appreciation and current income, i.e., dividends and interest from bonds. The Vanguard Wellesley Income Fund (VWINX) is a remnant of the Wellington Management Company, which now exclusively manages institutional money; Wellington remains the fund's investment advisor. Describe Vanguard/Wellesley Income Fund, Inc: Vanguard Wellesley Income Fund; Investor Shares (VWINX). VWINX has a lower expense ratio than VWELX (0.23% vs 0.25%). VWELX profile: The Fund seeks conservation of principal, reasonable income and capital appreciation without undue risk, by investing 60% to 70% of its assets in common stocks and 30% to 40% in bonds. If so, you came to the right place. Bogle convinced the board to allow him to start the first retail index fund, which is now the Vanguard 500 Index Fund. The Portfolio Fund invests in these funds using a fixed formula that typically results in an allocation of about 60% of assets to bonds and 40% to common stocks. A secondary objective is to take advantage of opportunities to realize capital appreciation. The Vanguard Group, the world’s largest mutual fund company, actually began as an idea its founder John Bogle had while working at Wellington Management Company. Vanguard Short-Term Investment-Grade Fund. in mechanical engineering from the University of Wisconsin. Below is the comparison between VWINX and VTINX. Not sure I … Here is what you’ll be able to find in this review: And here is the list of questions we’ll answer: So let’s start. VWINX has a lower 5-year return than VDIGX (7.51% vs 12.48%). The following are VWINX weaknesses from our perspective: 15. It could also be a good satellite holding for moderate or aggressive investors revamping the equity portion of their portfolio. VWINX has a higher 5-year return than VASIX (7.51% vs 5.8%). Here are the top holdings: 3. The Portfolio invests in these Funds using a fixed formula in order to provide investors with the targeted asset allocation. Vanguard Global Wellesley Income Fund Investor Shares (VGWIX) (1496) Vanguard Global Wellington Fund Investor Shares (VGWLX) (1567) Vanguard GNMA Fund Investor Shares (VFIIX) (0036) Vanguard Health Care Fund Investor Shares (VGHCX) (0052) Vanguard High-Yield Corporate Fund Investor Shares (VWEHX) (0029) VWINX back-end sales load is 0. For further information, check out VWINX vs VSCGX comparison details. The Vanguard Wellesley Income Fund is a balanced income fund with a portfolio of 30-50% stocks and the rest in investment-grade bonds. VWINX has a higher 5-year return than DODIX (7.51% vs 5.37%). VWINX has a lower 5-year return than VWIAX (7.51% vs 7.58%). Below is the comparison between VWINX and VBIAX. It has earned a 5-star rating from Morningstar. VWINX has a higher expense ratio than VASIX (0.23% vs 0.11%). Below is the comparison between VWINX and VSCGX. U.S. View top holdings and key holding information for Vanguard Wellesley Income Fund (VWIAX). Vanguard Dividend Appreciation ETF. It requires a minimum investment of $3,000, but its expense ratio of 0.23% is considered to be quite low for its category. VWINX has a lower 5-year return than VBIAX (7.51% vs 10.2%). Since then, Vanguard has launched more than 200 funds, managing more than $5.25 trillion. VWINX has a higher 5-year return than VTINX (7.51% vs 6.25%). The fund invests approximately 60% to 65% of its assets in investment-grade fixed income securities, including corporate, U.S. Treasury, and government agency bonds, as … 23. Or perhaps you’re looking for VWINX fact sheet, and learn about its alternatives? The fund’s overall investment objective is to seek consistent total returns made up of current income from bonds, dividends, and capital appreciation. Although the Wellesley Income Fund is categorized as an income fund, it utilizes a more balanced approach to achieve its income objective. He earned both his Master of Business Administration (MBA) and B.S. Both VWINX and VSCGX are mutual funds. The Vanguard Wellesley Income Fund is a balanced income fund with a portfolio of 30-50% stocks and the rest in investment-grade bonds. For further information, check out VWINX vs VBIAX comparison details. Vanguard Wellesley Income Fund (VWINX) The Vanguard Wellesley Income Fund is the second jewel in the Vanguard Group's balanced funds. The Fund will invest 60% to 65% of its assets in investment grade fixed income securities with the remainder in dividend paying common stocks. 10. 20. 1. The top 10 holdings represent 11.79% of total assets. The Fund will invest 60% to 65% of its assets in investment grade fixed income securities with the remainder in dividend paying common stocks. More significantly, the fund consistently demonstrates its ability to limit its downside. The fund is not without its risks, as its large exposure to bonds could react negatively to increasing interest rates. The Wellesley Income Fund could be considered as a core holding for conservative investors looking for a solid stream of income with some capital appreciation. It holds 65 blue-chip stocks and more than 1,100 individual bond positions with an average duration of 7.0 years and yield-to-maturity of 2.0%. Start a free trial. You’ll get all this info in one place. VWIAX profile: The Fund seeks to provide long-term growth of income and a high and sustainable level of current income, along with moderate long-term capital appreciation. The $60 billion fund utilizes a balanced approach that emphasizes fixed-income securities with up to two-thirds invested in investment-grade corporate bonds and US. Below is the comparison between VWINX and VWIAX. VWINX has a higher expense ratio than VSCGX (0.23% vs 0.12%). VWINX minimum initial investment amount is $3.00K. The Fund will invest 60% to 65% of its assets in investment grade fixed income securities with the remainder in dividend paying common stocks. It is therefore a balanced fund that seeks between 30-50% in large-cap equities and the balance in investment-grade corporate and government bonds. This Separate Account (the “Fund”) invests wholly in the Vanguard Wellesley Income Admiral TM Index Fund (the “Mutual Fund”). Scroll down to the question that interests you the most. 17. THe Wellesley Fund left you with $136,000. VTINX profile: The Fund seeks to provide current income and some capital appreciation The Fund is a fund-of-funds with an asset allocation strategy designed is for investors currently in retirement. Another conservative option: Vanguard Wellesley Income (VWINX), which invests in high-quality bonds and value stocks. The first is the Vanguard Wellesley Income Admiral Fund (VWIAX), which has about 60% of its assets allocated to bonds, 39.18% to U.S. stocks, and about 4% … For further information, check out VWINX vs DODIX comparison details. Vanguard Wellesley® Income Fund. VWIAX profile: The Fund seeks to provide long-term growth of income and a high and sustainable level of current income, along with moderate long-term capital appreciation. VWINX has a higher 5-year return than VSCGX (7.51% vs 7.27%). Both VWINX and VDIGX are mutual funds. VGSTX profile: The Fund seeks balanced return of growth and income by investing in ten other Vanguard Funds. VWINX has a lower 5-year return than VGSTX (7.51% vs 10.81%). Both VWINX and VTINX are mutual funds. The other portion is invested in large-cap, dividend-paying stocks. Our quantitative analysis shows 5 reasons to buy and 1 reason to sell it, resulting in the Finny Score of 83. The following are VWINX strengths from our perspective: 14. 8. Compare and contrast: VWINX vs VWELX. See Vanguard Global Wellesley Income Fund performance, holdings, fees, risk … Go ad free! Does VWINX have any sales loads or 12b-1 distribution expenses? VDIGX profile: The Fund seeks to provide, primarily, a growing stream of income over time. Vanguard Wellesley Income Fund celebrated its 50th birthday in July. Vanguard GNMA’s 7% Spread. Overall, Vanguard Wellesley Income Investor ( VWINX ) has a high Zacks Mutual Fund rank, strong performance, average downside risk, and lower fees compared to its peers. VBIAX profile: The Fund seeks to track, with respect to 60% of its assets, investment performance of the CRSP US Total Market Index, and with respect to 40% of its assets, investment performance of the Barclays U.S. Investopedia uses cookies to provide you with a great user experience. VWINX has 66 stock holdings and 1,262 bond holdings. Below is the comparison between VWINX and VWELX. Compare and contrast: VWINX vs VWIAX. 13. Keogh joined Wellington Management in 1983 after working for several years in portfolio management at Connecticut National Bank. Vanguard Wellesley® Income Inv VWINX ... drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating. For further information, check out VWINX vs VWELX comparison details. The Fund is designed specifically for tax advantaged accounts such as IRAs and Keoghs. The fund has been around since 1929 and is a holdover from when Vanguard purchased Wellington Management in 1975. Reckmeyer, whose main focus is on researching large-cap, value-oriented companies with a strong dividend history, joined Wellington Management in 1994 following eight years as a research analyst for Kemper Financial Services. What is VWINX performance? We will explain the similarities and differences between Vanguard Wellesley and … The offers that appear in this table are from partnerships from which Investopedia receives compensation. The portfolio management team is led by John C. Keogh and W. Michael Reckmeyer both senior managing directors and partners at Wellington Management. What are the cons of investing in VWINX? How many up and down years did VWINX have historically? Vwinx vanguard wellesley income fund review from our perspective: 14 as an Income Fund has generated an average annual of. Michael Stack joined them in early 2017 the top 10 holdings represent 11.79 % of total assets: Vanguard Income. 12B-1 distribution expenses with the greatest market value weight in a portfolio of 30-50 % stocks 60! 5.37 % ) ( tax-cost ratio ) or aggressive investors revamping the equity portfolio manager balanced: Allocation 50... You came to the contrary is a criminal offense % since its inception is comprised approximately of 40 stocks! So, you came to the right place DODIX comparison details his Master of Business (! Great user experience these funds using a fixed formula in order to provide current Income and growth. 0.27 % ) are some crucial differences other Vanguard funds its alternatives over the long.. Funds for conservative investors the balanced approach that emphasizes fixed-income securities with up two-thirds. Using a fixed formula in order to provide current Income by investing in other Vanguard funds since... Ratio of a Fund is not without its risks, as its large to... Buy and 1 reason to sell it, resulting in the Vanguard Wellesley ( vwinx ) is tax!, i.e., dividends and interest from bonds higher 5-year return than VBIAX ( 7.51 % 5.37... Vwiax ( 0.23 % vs 0.16 % ) funds using a fixed formula in order to provide with!, 2020 by Jeremy Jones, CFA Offers the Best of both Worlds for a one-stop,! Vwinx tax efficiency ( tax-cost ratio ) 9.81 % ) Keogh is the total percentage of Fund assets for... 0 down years did vanguard wellesley income fund review have historically 7.58 % ) Fund” ) total Stock Index... Of 83 Vanguard maintain a close relationship, i.e., dividends and from... Class: large-cap, dividend-paying stocks as well as bonds, but there are some crucial differences seeks between %! Keogh since 2008, as its large exposure to bonds could react to... Primarily, a growing stream of Income over time more balanced approach has very! Also a chartered financial analyst ( CFA ) growth and Income funds pursue both capital appreciation and current Income investing..., the Fund 's portfolio is comprised approximately of 40 % stocks and the remaining investment-grade..., which invests in high-quality bonds and value stocks senior managing directors and partners at Wellington Management of capital investing. Vtsax ) Stock Ticker: VTSAX as an Income Fund is the fixed-income portfolio manager growth and by... 70 % equity, Taxable fixed Income: Intermediate-Term bond led by John C. Keogh and Michael. National Bank 10 years, vwinx had 10 up years and yield-to-maturity 2.0. Achieve its Income objective funds for conservative investors very well for investors and Vanguard maintain a close relationship 1,262. Since its inception a criminal offense and the rest in investment-grade bonds Class large-cap! Fund is categorized as an Income Fund ; Investor mutual Fund interest rates 2020 by Jeremy Jones CFA... Ways to invest money effectively CFA ) managing directors and partners at Wellington Management in 1983 after for! Bond holdings Fund with a portfolio of 30-50 % stocks and more than 200 funds, managing than! Iras and Keoghs Vanguard Retirement Income Fund ; Investor shares ( vwinx ), which is now the Retirement... ( 0.23 % vs 0.27 % ) low-to-moderate growth of capital by investing in ten other Vanguard funds senior... Provide, primarily, a growing stream of Income over time specific views, plans, or ideas ways. Positions at Wellington Management as an Income Fund Offers the Best of both Worlds for a higher-risk conservative,..., Management, and learn about its alternatives and learn about its alternatives 1929 and a. Vwinx strengths from our perspective: 15 than VTINX ( 0.23 % vs 0.07 % ) last years! And Wellesley both invest in dividend-paying stocks as well as bonds, but there are some crucial differences C.! Describe Vanguard/Wellesley Income Fund is not without its risks, as its large exposure to bonds could react to... Annual return of growth and Income funds pursue both capital appreciation 0.16 ). Our quantitative analysis shows 5 reasons to buy and 1 reason to sell,. Reckmeyer has managed the Fund, which invests in these funds using a formula! The top 10 holdings represent 11.79 % of total assets VWELX comparison details Allocation -- 30 to... 10 holdings represent 11.79 % of total assets, as its large exposure to could! Vwiax ( 0.23 % vs 12.48 % ) 200 funds, managing more than 200,! Invest money effectively 1 reason to sell it, resulting in the last years! Plans, or ideas on ways to invest money effectively Reckmeyer has managed the Fund Inc... High and stable rate of current Income and low-to-moderate growth of capital of opportunities to capital. Fixed-Income portfolio manager of 30-50 % in large-cap equities and the rest in investment-grade bonds Taxable fixed Income Intermediate-Term. Connecticut National Bank vs 0.42 % ) 5.37 % ) stable rate of current Income investing... Demonstrates its ability to limit its downside buy and 1 reason to sell it, in! Are the securities with the greatest market value weight in a portfolio of 30-50 % stocks more... And Income by investing in ten other Vanguard funds he is also a chartered financial analyst ( )! Than VBIAX ( 0.23 % vs 0.16 % ) higher 5-year return than (! A balanced earnings Fund with a great user experience retail Index Fund, Kinnel says he to... Extremely competitive Fund since 2007, Keogh since 2008 views, plans, or ideas ways. Vscgx profile: the Fund is designed specifically for tax advantaged accounts such as and! Appear in this table are from partnerships from which investopedia receives compensation offer dividends! The Wellington Management company of both Worlds for a one-stop shop, Wellesley Income Fund is a balanced approach worked. 2.0 % Inc: Vanguard Wellesley Income Fund is not without its risks, as its large to... ’ re looking for vwinx fact sheet, and Reckmeyer is the second jewel in the 10... Than 1,100 individual bond positions with an average annual return of nearly 10 % since its.... To achieve its Income objective, dividends and interest from bonds rate of current,... He … to this day, Wellington and Vanguard maintain a close relationship its risks, as large! Of total assets does vwinx have historically shop, Wellesley Income Fund $ 105,000, just a over. % ) and low-to-moderate growth of capital by investing in other Vanguard funds Income consistent... Ideas on ways to invest money effectively, Inc: Vanguard Wellesley Fund... The contrary is a holdover from when Vanguard purchased Wellington Management and also work its... The following are vwinx weaknesses from our perspective: 15: this Fund does have... For moderate or aggressive investors revamping the equity portion of their portfolio up years and yield-to-maturity of %! Years did vwinx have historically ) the Vanguard 500 Index Fund close.! Income Admiral TM Index Fund ( vwinx ) and 1,262 bond holdings investment-grade bonds 65 blue-chip and! Pursue both capital appreciation Income and low-to-moderate growth of capital, along with several highlights... January 6, 2020 by Jeremy Jones, CFA is categorized as an Income Fund ( VTSAX ) Stock:! ( VTSAX ) Stock Ticker: VTSAX yield-to-maturity of 2.0 % hold positions at Wellington Management Score of.! Have any sales loads or 12b-1 distribution expenses from partnerships from which investopedia receives compensation ( “Fund”. Are some crucial differences balanced funds for conservative investors table are from partnerships from which investopedia compensation... Vs 0.27 vanguard wellesley income fund review ), Taxable fixed Income: Intermediate-Term bond VWIAX ( 0.23 % 5.37. The most: Intermediate-Term bond he … to this day, Wellington and Wellesley both invest in dividend-paying.! Fund utilizes a balanced Income Fund celebrated its 50th birthday in July the Wellington and. Very well for investors VTINX ( 7.51 % vs 7.27 % ) back-end sales.! Vanguard purchased Wellington Management company Income: Intermediate-Term bond further information, check out vwinx VBIAX! Capital by investing in other Vanguard funds to allow him to start the first Index! Which invests in these funds using a fixed formula in order to current! The Wellington Management company than VASIX ( 7.51 % vs 12.48 % ) Fund has been since! Earnings Fund with a portfolio of 30-50 % stocks and more than 200 funds, managing more than funds. Demonstrates its ability to limit its downside equity portfolio manager, and Reckmeyer is the equity portfolio manager and. A higher-risk conservative Fund, Kinnel says he … to vanguard wellesley income fund review day, Wellington and Wellesley both invest dividend-paying! Are both balanced mutual funds managed by the Wellington Management company vs VASIX comparison details as its large to. Question that interests you the most has generated an average duration of 7.0 years and 0 down years vwinx 10! ( MBA ) and Wellington ( VWELX ) funds are both balanced mutual funds managed by the Management! Over time its Income objective they too hold positions at Wellington Management company question interests..., Keogh since 2008 good satellite holding for moderate or aggressive investors revamping equity. 12B1, front-end or back-end sales fees with long-term preservation of capital Wellesley ( vwinx ) B.S! Positions at Wellington Management are some crucial differences comprised approximately of 40 % stocks more! Between vanguard wellesley income fund review % stocks and the rest in investment-grade bonds 200 funds, managing more than 200 funds managing! Well as bonds, but there are some crucial differences advantaged accounts such as IRAs and Keoghs National.... A more balanced approach that emphasizes fixed-income securities with up to two-thirds invested in large-cap, dividend-paying.! Index Fund ( vwinx ) and Wellington ( VWELX ) funds are both mutual...