Morningstar

Vanguard Wellesley® Income Fund Admiral™ Shares VWIAX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Vanguard Investment Hub

Morningstar’s Analysis VWIAX

Will VWIAX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable VWIAX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the VWIAX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of VWIAX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Long-term strength despite a challenging stretch.

Analyst Stephen Margaria

Stephen Margaria

Analyst

Summary

Vanguard Wellesley Income’s disciplined approach, experienced leadership, and attractive fees make this fund an appealing choice for investors seeking steady income and a defensive profile. While recent performance has lagged, the fund’s long-term durability and fundamental strengths persist.

by Stephen Margaria
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