Vanguard Wellesley® Income Fund

Scorecard
5 / 5 Stars
Lipper
5 5 5 5 2
Zacks Investment Research
3 (Hold)
Standard & Poor's
5 / 5 Stars
TheStreet.com
B+ (Buy)

Fund Holdings

The fund managers look for value stocks with above-average dividend yields and investment-grade bonds with attractive yields.

Asset Allocation

% Long % Net
Cash 1.24 1.24
Stocks 30.69 30.69
Bonds 51.78 51.78
Other 0.76 0.76
Foreign Bonds 8.13 8.13
Foreign Stocks 7.39 7.39
Convertible 0.0 0.0
Preferred 0.0 0.0

Updated 12.31.2013

Top 10 Holdings

Performance as of 02.28.2014

Portfolio as of 12.31.2013

Ticker YTD Return % % Net Assets
FHLMC 4.5% --- --- 2.92
US Treasury Note 1.375% --- --- 1.67
Johnson & Johnson JNJ 0.69 1.57
Chevron Corp CVX -7.26 1.56
US Treasury Bond 2.875% --- --- 1.5
Exxon Mobil Corporation XOM -5.01 1.47
Microsoft Corporation MSFT 1.74 1.44
Merck & Co Inc MRK 12.73 1.4
Wells Fargo & Co WFC 2.31 1.39
JPMorgan Chase & Co JPM -3.23 1.23

Bond Ratings (%)

Updated 12.31.2013

Sector VWINX
AAA 27.35
AA 13.31
A 43.55
BBB 15.79
BB 0.0
B 0.0
Below B 0.0
Other 0.0

Conservative Allocations

Highest Returns (10-year)

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