Vanguard Wellesley Income (VWINX)
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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

symbol name last price % change open
  • +
  • T
    At&t Inc.
  • $30.69
  • -0.36%
  • $30.96

No Analysis added

People owning T also tend to own: ACEBACCCBCOPCVXDIS

TheStreet.com Rating: B What is this?

  • +
  • GE
    Gen Electric Co
  • $28.65
  • -0.21%
  • $28.74

No Analysis added

People owning GE also tend to own: AIGBACCCOPCVXFNMJNJ

TheStreet.com Rating: C+ What is this?

  • +
  • CVX
    Chevron Corp
  • $86.46
  • +2.07%
  • $85.32

No Analysis added

People owning CVX also tend to own: AAALLAPCBUDCOPDOWGSK

TheStreet.com Rating: A+ What is this?

  • +
  • COP
    Conocophillips
  • $80.85
  • +2.02%
  • $80.09

No Analysis added

People owning COP also tend to own: AIZAPCAVTCHICCRHCXDIIB.PK

TheStreet.com Rating: A What is this?

  • +
  • BAC
    Bk Of America Cp
  • $29.29
  • +4.31%
  • $28.30

No Analysis added

People owning BAC also tend to own: AAPLGOOGINTCMSFTRACKCFCASH

TheStreet.com Rating: C What is this?

  • +
  • FPL
    F P L Group Inc
  • $60.80
  • +0.46%
  • $60.55

No Analysis added

People owning FPL also tend to own: AUYCDEGGHENEMUSTAKH

TheStreet.com Rating: B What is this?

  • +
  • XOM
    Exxon Mobil Cp
  • $78.81
  • +1.10%
  • $78.54

No Analysis added

People owning XOM also tend to own: AAAIGIBMINTCJNJJPMKO

TheStreet.com Rating: A+ What is this?

  • +
  • VZ
    Verizon Commun
  • $34.45
  • +0.73%
  • $34.35

No Analysis added

People owning VZ also tend to own: AAAIGIBMINTCJNJJPMKO

TheStreet.com Rating: B- What is this?

previous next

Portfolio not tracked!

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.

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