Vanguard Wellesley Income (VWINX)
16123 views
Rate Now:
average rating: 2.00 / 2 ratings
DESCRIPTION:
Date updated:12-06-2007
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
Current Returns:
1-Year: 6.61%
3-Year: 7.03%
5-Year: 7.03%
As of 9/30/07
-
T
At&t Inc. - $30.69
- -0.36%
- $30.96
No Analysis added
-
GE
Gen Electric Co - $28.65
- -0.21%
- $28.74
No Analysis added
-
CVX
Chevron Corp - $86.46
- +2.07%
- $85.32
No Analysis added
-
COP
Conocophillips - $80.85
- +2.02%
- $80.09
No Analysis added
-
BAC
Bk Of America Cp - $29.29
- +4.31%
- $28.30
No Analysis added
-
FPL
F P L Group Inc - $60.80
- +0.46%
- $60.55
No Analysis added
-
XOM
Exxon Mobil Cp - $78.81
- +1.10%
- $78.54
No Analysis added
-
VZ
Verizon Commun - $34.45
- +0.73%
- $34.35
No Analysis added
- Top Professional Portfolios
- 1. T. Rowe Price New Era ...
- 2. U.S. Global Investors ...
- 3. Jennison Utility A (PR...
- 4. Profunds UltraSector O...
- 5. AIM Energy A (IENAX)
- show all
- Top Do-It-Yourself Portfolios
- » The Eagle's Nest
- » John Garvin Portfolio 1
- » beech hill
- » Justin's Stuff
- » Rifraf
- show all
- Most Viewed Portfolios
- » Warren Buffett
- » 10 Short Squeezes
- » George Soros
- » T. Boone Pickens - BP Cap...
- » Carl Icahn
- show all
Jim Cramer's Portfolios of the Week
Jim Cramer has been adamant about a number of sea changes he thinks are taking place in the market. He thinks the Chinese stock market is bottoming and that oil supplies ar...
08.21.08 | 21:35 PM
Cramer's Take on Top-Searched St...
Kudos to those who already filled their gas tank this week. Oil prices shot up more than $5 a barrel on Thursday. This increase constitutes the highest level in more than...
08.21.08 | 17:56 PM
The New Buffett Strategy: Part I
By Stockpickr Guest Columnist Steven Plisk Oracle of Omaha. World's Greatest Investor. That nice gentleman with the pithy, Midwestern charm and ungodly stockpile of cash...
08.21.08 | 17:34 PM
Why's Jim Cramer Getting Bullied?
more articles
By Stockpickr Guest Columnist Gino Lattarulo I would like to address the criticism that Jim Cramer has received concerning Sirius XM Radio (SIRI). On the surface, it...
08.21.08 | 11:01 AM
Hurry Cane Watch from Flagler Beach
08.20.08 | 13:00 PM From author
Peter near Matanzas Inlet
World Financial Group Events
08.21.08 | 20:47 PM From author
MTnews
General market Technical Analysi...
11.14.07 | 22:55 PM From author
ZackAttack
Pickr Trading School Rules
more forums
08.03.08 | 10:31 AM From author
Madeleine
Q.
If you guys caught the show...ye...
08.22.08 | 00:10 AM Asked by
Trading Nymph
Q.
Should we keep buy EMC or do we ...
07.30.07 | 17:26 PM Asked by
sirnose
A. Investing resources for creating
wealth!
Pet Supplies & Training needs. Global
shipping.
Finest blue nose pitbulls in its breed!
Environment News, Information,
resources!
Please visit: Coffee-Advice.com
Dog & Puppy resources, news, articles,
and more.
Got acne? Cures, Treatments, articles,
and more.
Restore that classic Pontiac musclecar.
Click here.
Shop your favorite stores from across
the country!
Google it here!
Latest News & Technology headlines from
around the globe.
today 's lists
Large Cap Value Plays
This is a screen of large cap stocks, i.e. with market capitalizations greater than or equal to $5 billion that also have a P/E less than or equal to 15 and a quick ratio o... more
Top Stock Buybacks
This is a portfolio of stocks that consist of the top stock buybacks announced in the prior week. This will be updated every Friday. more
TheStreet.com TV Videos- Aug. 20
These are some of the stocks mentioned today on TheStreet.com TV. Click the URL below each stock to watch the videos. 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.