Vanguard Wellesley Income (VWINX)
31644 views
Rate Now:
average rating: 2.00 / 2 ratings
DESCRIPTION:
Date updated:04-27-2009
From the Vanguard Website:
Investment strategy
The fund invests approximately 60% to 65% of its assets in investment-grade corporate, U.S. Treasury, and government agency bonds, as well as mortgage-backed securities. The remaining 35% to 40% of fund assets are invested in common stocks of companies that have a history of above-average dividends or expectations of increasing dividends.
Investment policy
• The fund may invest, to a limited extent, in stock futures and options contracts, which are traditional types of derivatives.
• The fund may temporarily depart from its normal investment policies—for instance, by allocating substantial assets to cash investments—in response to extraordinary market, economic, political, or other conditions. In doing so, the fund may suceed in avoiding losses but may otherwise fail to achieve its investment objective.
• The fund may invest up to 20% of its equity assets in securities of foreign companies. It also may invest in bonds of foreign issuers, but all such securities must be denominated in U.S. dollars.
Morningstar gives the fund 5 stars
The fund ranks in the top 5% of all the funds in its category of conservative allocation funds.
-
T
At&t Inc. - $25.52
- -0.16%
- $25.62
No Analysis added
-
GE
General Electric - $16.51
- +0.12%
- $16.49
No Analysis added
-
CVX
Chevron Corporati - $73.96
- -0.46%
- $74.14
No Analysis added
-
COP
Conocophillips Co - $51.47
- +1.22%
- $50.87
No Analysis added
-
BAC
Bank Of America C - $17.11
- +1.85%
- $17.01
No Analysis added
-
FPL
Fpl Group - $46.97
- -0.11%
- $46.98
No Analysis added
-
XOM
Exxon Mobil Corpo - $67.22
- +0.66%
- $67.16
No Analysis added
-
VZ
Verizon Communica - $29.75
- -0.53%
- $29.99
No Analysis added
- No Blogs Found
- Top Professional Portfolios
- 1. Fidelity Contrafund - ...
- 2. Calamos Advisors
- 3. Fidelity Select Pharma...
- 4. ProFunds Pharmaceutica...
- 5. BlackRock Health Scien...
- show all
- Top Do-It-Yourself Portfolios
- » jgroov Portfolio 1
- » ben johnson
- » my holdings
- » SC TRADE OF THE DAY
- » kudos
- show all
- Most Viewed Portfolios
- » Warren Buffett
- » George Soros
- » T. Boone Pickens - BP Cap...
- » Carl Icahn
- » Renaissance Technologies
- show all
Must-See Charts: Bank of America...
By Jonas Elmerraji Posted on March 11, 2010 The S&P 500 refuses to back down from its rally after posting gains in eight of the last 10 trading days. That’s a colossa...
03.11.10 | 10:37 AM
"Fast Money" Portfolio...
By Roberto Pedone Posted on March 11, 2010 According to CNBC’s “Fast Money” traders, M&A activity is what will likely be the big driver going forward for the stoc...
03.11.10 | 08:29 AM
Pharmaceutical Short-Squeeze Opp...
By Jonas Elmerraji Posted on March 10, 2010, at 10:44 a.m. If there’s one industry that traders like to target, it’s the pharmaceutical indsutry. After all, pharma ...
03.10.10 | 10:45 AM
Technical Setups: BJ's, Lockheed...
more articles
By Jonas Elmerraji Posted on March 9, 2010 Stock futures look set to take a pause on Tuesday, following a sizable rally that pushed the S&P 500 from just above 1100 all...
03.09.10 | 13:06 PM
Nymph's Trading Daily Trading Diary
04.13.09 | 01:10 AM From author
Trading Nymph
The Presidential/Political Thread
01.02.08 | 08:05 AM From author
Dave Cox
buyittradeit's blog
10.25.08 | 16:06 PM From author
buyittradeit
The YouTube Exchange
more forums
07.22.09 | 17:45 PM From author
Rawbrrt
Q.
I heard Jim Glickenhaus' intervi...
03.11.10 | 18:32 PM Asked by
swedey
Q.
Steel....playing catch up now. ...
03.24.09 | 11:34 AM Asked by
dgbkr
A. The only one I own : SLX,
too hard pick a winner out all of them
today 's lists
Top Open-Market Insider Buys
Below is the list of the top open-market insider buys filed at the SEC on Mar. 10, 2010. more
TheStreet Ratings' Upgrades
TheStreet Ratings provides exclusive stock, ETF and mutual fund ratings and commentary based on award-winning, proprietary tools. Its saftey first approach to investing aim... more
52-Week Lows
Here is a list of some of the biggest stocks that hit 52-week lows on Mar. 11, 2010. more
02/16/2007 20:02 PM CST Asked by magician
Here we go again. Average returns, average diversification, 50% of the securities held providing no risk-lowering diversification in ANY portfolio that contains the other securities, and yet Morningstar gives it a 5-star rating.
I just don't understand it.
Which is why I've contacted Morningstar to try to learn how they apply their ratings. It'll be an interesting education.
02/16/2007 13:30 PM CST Asked by Elliot Liff
If you like dividend and high yield, consider MO. You can sell the 90 call of Jan 08 for about 3.5 and meanwhile collect the dividends of almost the same amount for about an 8% yield instead of the current 4%. If the stock gets called away at 90 your yield will be even higher.