Vanguard Wellesley Income Fund Quote

VWIAX Fund  USD 61.06  0.10  0.16%   

Performance

6 of 100

 
Low
 
High
Modest

Odds Of Distress

Less than 40

 
100  
 
Zero
Below Average
Vanguard Wellesley is trading at 61.06 as of the 29th of March 2024; that is 0.16% increase since the beginning of the trading day. The fund's open price was 60.96. Vanguard Wellesley has about a 40 percent probability of financial distress in the next few years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Vanguard Wellesley Income are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 28th of February 2024 and ending today, the 29th of March 2024. Click here to learn more.
The fund invests approximately 60 percent to 65 percent 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 percent to 40 percent of fund assets are invested in common stocks of companies that have a history of above-average dividends or expectations of increasing dividends.. More on Vanguard Wellesley Income

Moving together with Vanguard Mutual Fund

  0.89VMIAX Vanguard Materials IndexPairCorr
  0.62VMLUX Vanguard Limited-termPairCorr
  0.61VMLTX Vanguard Limited-termPairCorr
  0.75VVIAX Vanguard Value IndexPairCorr
  0.8VMMSX Vanguard Emerging MarketsPairCorr

Vanguard Mutual Fund Highlights

Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Vanguard Wellesley's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Vanguard Wellesley or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Fund ConcentrationVanguard Funds, Large Value Funds, Allocation--30% to 50% Equity Funds, Allocation--30% to 50% Equity, Vanguard, Large Value, Allocation--30% to 50% Equity (View all Sectors)
Update Date31st of March 2024
Vanguard Wellesley Income [VWIAX] is traded in USA and was established 29th of March 2024. Vanguard Wellesley is listed under Vanguard category by Fama And French industry classification. The fund is listed under Allocation--30% to 50% Equity category and is part of Vanguard family. This fund at this time has accumulated 53.15 B in net assets with minimum initial investment of 50 K. Vanguard Wellesley Income is currently producing year-to-date (YTD) return of 1.08% with the current yeild of 0.03%, while the total return for the last 3 years was 2.15%.
Check Vanguard Wellesley Probability Of Bankruptcy

Instrument Allocation

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Vanguard Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Vanguard Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Vanguard Wellesley Income Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top Vanguard Wellesley Income Mutual Fund Constituents

MSFTMicrosoftStockInformation Technology
WFCWells FargoStockFinancials
CATCaterpillarStockIndustrials
XOMExxon Mobil CorpStockEnergy
VZVerizon CommunicationsStockCommunication Services
PMPhilip Morris InternationalStockConsumer Staples
PGProcter GambleStockConsumer Staples
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Vanguard Wellesley Target Price Odds Analysis

Based on a normal probability distribution, the odds of Vanguard Wellesley jumping above the current price in 90 days from now is near 1%. The Vanguard Wellesley Income probability density function shows the probability of Vanguard Wellesley mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Vanguard Wellesley has a beta of 0.5283. This entails as returns on the market go up, Vanguard Wellesley average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Vanguard Wellesley Income will be expected to be much smaller as well. Additionally, vanguard Wellesley Income has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming NYSE Composite.
  Odds Below 61.06HorizonTargetOdds Above 61.06
99.24%90 days
 61.06 
0.71%
Based on a normal probability distribution, the odds of Vanguard Wellesley to move above the current price in 90 days from now is near 1 (This Vanguard Wellesley Income probability density function shows the probability of Vanguard Mutual Fund to fall within a particular range of prices over 90 days) .

Vanguard Wellesley Income Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. Vanguard Wellesley market risk premium is the additional return an investor will receive from holding Vanguard Wellesley long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Vanguard Wellesley. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Vanguard Wellesley's alpha and beta are two of the key measurements used to evaluate Vanguard Wellesley's performance over the market, the standard measures of volatility play an important role as well.

Vanguard Wellesley Against Markets

Picking the right benchmark for Vanguard Wellesley mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Vanguard Wellesley mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Vanguard Wellesley is critical whether you are bullish or bearish towards Vanguard Wellesley Income at a given time. Please also check how Vanguard Wellesley's historical prices are related to one of the top price index indicators.

Be your own money manager

Our tools can tell you how much better you can do entering a position in Vanguard Wellesley without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.

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How to buy Vanguard Mutual Fund?

Before investing in Vanguard Wellesley, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Vanguard Wellesley. To buy Vanguard Wellesley fund, you can follow these steps:
  • Choose a brokerage firm: You need to select a brokerage firm to buy shares of Vanguard Wellesley. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
  • Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
  • Fund your account: You will need to deposit funds into your brokerage account to purchase Vanguard Wellesley fund. You can do this by transferring funds from your bank account or other investment accounts.
  • Place your order: Once you have located Vanguard Wellesley Income fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
  • Monitor your investment: After you have purchased Vanguard Wellesley Income fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Vanguard Wellesley Income, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.

Already Invested in Vanguard Wellesley Income?

The danger of trading Vanguard Wellesley Income is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Vanguard Wellesley is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Vanguard Wellesley. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Vanguard Wellesley Income is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Vanguard Wellesley Income. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in nation.
Note that the Vanguard Wellesley Income information on this page should be used as a complementary analysis to other Vanguard Wellesley's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Money Flow Index module to determine momentum by analyzing Money Flow Index and other technical indicators.

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Please note, there is a significant difference between Vanguard Wellesley's value and its price as these two are different measures arrived at by different means. Investors typically determine if Vanguard Wellesley is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Vanguard Wellesley's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.