Vanguard Wellesley® Income Fund

Scorecard
5 / 5 Stars
Lipper
5 5 5 5 1
Zacks Investment Research
5 (Strong Sell)
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 3.99 3.99
Stocks 29.98 29.98
Bonds 50.17 50.17
Other 0.0 0.0
Foreign Bonds 8.51 8.51
Foreign Stocks 7.34 7.34
Convertible 0.0 0.0
Preferred 0.0 0.0

Updated 03.31.2014

Top 10 Holdings

Performance as of 06.30.2014

Portfolio as of 03.31.2014

Ticker YTD Return % % Net Assets
FNMA --- --- 1.67
US Treasury Note 1.375% --- --- 1.63
Johnson & Johnson JNJ 17.08 1.62
US Treasury Bond 2.875% --- --- 1.6
Wells Fargo & Co WFC 17.56 1.58
Merck & Co Inc MRK 18.66 1.53
Microsoft Corp MSFT 13.42 1.51
Chevron Corp CVX 6.16 1.43
Exxon Mobil Corporation XOM 1.46 1.36
JPMorgan Chase & Co JPM 0.43 1.34

Bond Ratings (%)

Updated 03.31.2014

Sector VWINX
AAA 27.61
AA 13.25
A 43.64
BBB 15.5
BB 0.0
B 0.0
Below B 0.0
Other 0.0

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Highest Returns (10-year)

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