VWINX (Vanguard Wellesley;Inv)
Net Asset Value: 25.62
1-Day Return:
0.09 (0.35%)
YTD Return as of 5/21/13: 7.00%
Classification: Mixed-Asset Target Allocation Conserv Objective: Income Open to New Investors: Yes
Lipper Rating
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.
| Growth of $10,000
Total Returns (As of 5/21/2013)
More| YTD | 1Yr | 3Yr | 5Yr | 10Yr | |
| Fund | 7.00 | 14.67 | 11.92 | 8.47 | 7.48 |
| Classification | 5.26 | 11.83 | 8.48 | 4.85 | 5.63 |
| Index (S&P 500) | 18.00 | 29.70 | 17.80 | 6.10 | 8.30 |
| % Rank in Class (1-best,100=worst) | 17 | 16 | 6 | 3 | 10 |
Fund Stats
More| Investment Objective: | Income |
|---|---|
| Net Assets ($Mil) | 12,496.00 |
| Inception Date: | 6/30/70 |
| Manager Name, Tenure | Reckmeyer, III/Keogh, 2007 / 2008 |
| Expense Ratio: | 0.25% |
|
Sales Charge:
Load Type:
|
No Load 0.00% 0.00% |
Top 10 Holdings (As of 9/30/12)
More| Company Name | Symbol | % Net Assets |
|---|---|---|
| Merck & Co Inc Ord | MRK | 1.78 |
| Chevron Corp Ord | CVX | 1.78 |
| Johnson & Johnson Ord | JNJ | 1.64 |
| Royal Dutch Shell Plc B Ord | NA | 1.42 |
| Marsh & Mclennan Companies Inc Ord | MMC | 1.33 |
| Pfizer Inc Ord | PFE | 1.30 |
| At&t Inc Ord | T | 1.17 |
| General Electric Co Ord | GE | 1.14 |
| Philip Morris International Inc Ord | PM | 1.05 |
| Jpmorgan Chase & Co Ord | JPM | 1.04 |
| % of Total Holdings | 13.65 | |
