- What does VWIAX invest in?
- The fund employs an active management approach, typically investing 60% to 65% of its assets in investment-grade fixed income securities, including 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.
- What is the expense ratio of VWIAX?
- Vanguard Wellesley Income Fund Admiral Shares (VWIAX) charges an expense ratio of 0.15%. This is the annual fee deducted from fund assets to cover management and operations.
- What is VWIAX's dividend yield?
- VWIAX's trailing-twelve-month yield is 7.77%, calculated from the sum of dividends over the past year divided by the current price.
- How big is VWIAX?
- Vanguard Wellesley Income Fund Admiral Shares (VWIAX) manages $47.10B in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.
- Is VWIAX actively managed or an index fund?
- VWIAX is actively managed — the manager selects holdings rather than tracking an index. Active funds typically charge higher expense ratios than index funds (VWIAX's is 0.15%) in exchange for the discretion to over- or under-weight positions.
- When was VWIAX launched?
- Vanguard Wellesley Income Fund Admiral Shares (VWIAX) launched in May 2001 and is managed by Vanguard.
