VWINX (Vanguard Wellesley;Inv)
Net Asset Value: 23.45 1-Day Return: -0.02 (-0.09%) YTD Return as of 2/9/12:Up 2.27%

Classification: Mixed-Asset Target Allocation Conserv   Objective: Income   Open to New Investors: Yes

Lipper Rating

Total Return Consistent Return Preservation Tax Efficiency Expense

The Lipper Leader system ranks a fund in the following categories: Total Return; Consistent Return; Preservation; Tax Efficiency; and Expenses. Funds are rated in ascending order on a numeric scale of 1 to 5, with '1' representing funds with the lowest rating, and '5' representing the highest rated funds and funds that are Lipper Leaders. Click here for more detail.

NAV Chart | Growth of $10,000
Fund Chart
Find a Broker »

Total Returns (As of 2/09/2012)

More
 YTD1Yr3Yr5Yr10Yr
Fund 2.27 11.09 14.14 6.34 6.87
Classification 3.64 4.53 11.91 3.49 4.64
Index (S&P 500) 7.70 4.50 18.30 0.90 4.20
% Rank in Class (1-best,100=worst)9121425

Fund Stats

More
Investment Objective:Income
Net Assets ($Mil)10,657.30
Inception Date:6/30/70
Manager Name, TenureReckmeyer, III/Keogh, 2007 / 2008
Expense Ratio: 0.25%
Sales Charge:
Load Type:
  
No Load
0.00%
0.00%

Top 10 Holdings (As of 9/30/11)

More
Company NameSymbol% Net Assets
Chevron Corp Ord CVX 1.66
Johnson & Johnson Ord JNJ 1.59
Merck & Co Inc Ord MRK 1.41
Royal Dutch Shell Plc B Ord NA 1.38
Home Depot Inc Ord HD 1.32
Pfizer Inc Ord PFE 1.21
Marsh And Mclennan Companies Inc Ord MMC 1.17
At&t Inc Ord T 1.16
Kimberly Clark Corp Ord KMB 1.07
Philip Morris International Inc Ord PM 0.99
% of Total Holdings 12.96

View Overview for:

tools

Stock Screener

Portfolio Tracker

See More Tools
From the Magazine
Read More Read More Read More Read More

Also