Comments on: Using Vanguard Wellesley Income Fund (VWINX) As A Bond Proxy?

By: Bennet Cecil

Bennet Cecil — Sat, 17 Sep 2011 04:29:15 +0000

Wellesley is the core with ten percent yearly returns since 1970. It recovered quickly from the recent financial meltdown and lets you sleep at night. Cash in your CDs and empty your savings account. Put it into this fund and watch it grow.

By: John

John — Sat, 08 Jan 2011 16:24:32 +0000

I was advised to buy van. Wellesley income fund for my fixed portion of my portfolio.How can this be,if it has equities in the fund?

By: Lynn

Lynn — Wed, 16 Jun 2010 14:03:16 +0000

I have admiral shares of Wellesley. I think it is one of their best funds by far.

By: Anonymous

Anonymous — Wed, 23 Dec 2009 03:24:27 +0000

I am considering loading up on shares of Wellesley. It outperforms most Target Retirement plans.

By: Anonymous

Anonymous — Tue, 29 Sep 2009 17:34:48 +0000

40% stock holdings is not a proxy for a bond fund period. Wellesey Income is a great balanced fund – but not a bond fund. Also currently Wellesey bond portfolio has higher maturity than average (compared to vanguard total bond), so its exposed to interest rate risk to a greater level. There is no free lunch.

By: ABCs of Investing

ABCs of Investing — Thu, 28 May 2009 15:47:59 +0000

Thanks for the mention.