Vanguard Wellesley Income Inv (VWINX)
DATA ON THIS PAGE AS OF 07/31/10

MAXratings/Outlook
Overall: 98 OUT OF 100 OUTSTANDING
Expenses:
95
Performance:
98
Management:
78
MAXmetrics:
44
Category:
64
Outlook: 5% EXPECT. RET.
12 MONTHS
Best Case: 25%
Worst Case: -35%
Basic Info
Category: U.S. Balanced
Type: No Load
Min. Invest: $3000
Exp. Ratio:  0.29%
Assets:  $16,792M
Launch:  1970
Expenses
Total Cost:
Cost Per $10,000:
3-Year:  $100
5-Year:  $175
10-Year:  $400
Loads and Fees:
Initial:  NONE
Deferred:  NONE
Redemption:  NONE
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Performance

Average Annualized Returns


 
1-YEAR 13.15%
58%
3-YEAR 4.42%
83%
5-YEAR 5.45%
87%
 

Average Annualized Returns vs. Similar Funds


 
1-YEAR 1.16%
68%
3-YEAR 6.81%
98%
5-YEAR 3.56%
99%
 
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Management

Fund Manager:
John C. Keogh
Since:
07/70
Fee & Risk Adjusted:
Family Advantage:
MAXmetrics

Risk Level:
Hot Money Index:
Fat Fund Index:
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Category U.S. Balanced

Category Hot Money:
Category Fat Fund:
Cat. Outperform:
Portfolio

Style:
Diversification Index:
Turnover Ratio:
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Resources

Contact Info:
Vanguard Group
100 Vanguard Blvd.
Malvern, PA 127
800 662-7447
NTF Availability:
Vanguard
More On VWINX On:
GOOGLE FINANCE
SMARTMONEY
MORNINGSTAR
YAHOO FINANCE
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POWERFUND PORTFOLIOS RECENT UPDATES:


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08/05 - Feature Article Update


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