Is Vwinx a good investment?
Overall, Vanguard Wellesley Income Investor ( VWINX ) has a high Zacks Mutual Fund rank, and in conjunction with its comparatively similar performance, average downside risk, and lower fees, Vanguard Wellesley Income Investor ( VWINX ) looks like a great potential choice for investors right now.
Is there an ETF for Vwinx?
In the tables below, ETFdb.com presents recommended exchange traded fund (ETF) alternatives to the mutual fund VWINX….Corporate Bonds ETFs.
| Symbol | LQD |
|---|---|
| ETF Name | iShares iBoxx $ Investment Grade Corporate Bond ETF |
| Assets | $39,135,500.00 |
| YTD | -2.09% |
| Expense Ratio | 0.14% |
Is the Vanguard Wellesley fund tax efficient?
For example, if a fund has a 10.0% return before taxes and an 8.5% return after taxes, it was 85% tax efficient over that period….Vanguard: Most and Least Tax-Efficient Funds.
| Fund | Wellesley Income |
|---|---|
| Symbol | VWINX |
| 3-Year Return | 9.6% |
| Tax-Adjusted 3-Year Return | 8.1% |
| Tax Efficiency | 84.5% |
Is Vwinx a managed fund?
This 40 year-old, income-oriented balanced fund offers exposure to stocks and investment-grade bonds. Balanced funds typically offer a higher allocation to stocks; however, this fund is unique in allocating about one-third to stocks and two-thirds to bonds….Fund facts.
| Initial minimum | |
|---|---|
| IRA | $3,000 |
Is Vwinx actively managed?
VWINX is an actively-managed portfolio containing a combination of large-cap dividend-paying equities that are typically more value and defensive-oriented and a broad mix of government and investment-grade corporate bonds. The fund’s primary goal is conservative total return via an all-in-one fully diversified vehicle.
Are there balanced ETFS?
Funds in balanced categories offer investors a mix of stocks and bonds to provide capital appreciation, income, diversification, or specific allocations based on planned retirement dates. This group also includes funds that invest in convertibles, which act a bit like stocks and a bit like bonds.
Is VWINX actively managed?
Does Vanguard have income funds?
Vanguard offers a wealth of funds for any investor’s appetite. When considering fixed-income funds, the underlying index determines yield and risk exposure.
Is Vwinx a mutual fund?
VWINX is a high-quality mutual fund that consistently outperforms its benchmark. It is a conservative income-focused fund, making it most suitable for long-term investors seeking regular income and only modest capital gains.
