VGWIX Mutual Fund

VGWIX Mutual Fund (Vanguard Global Wellesley Income Fund Investor Shares) is managed by Vanguard (US) with $102.8M in net assets. VGWIX expense ratio is 0.43%, holding 642 positions across sectors including Financials, Utilities, Consumer Staples. Inception date: 2017-11-02.

VGWIX performance shows a YTD return of 1.36%. The 1-year return is 4.75% and the 5-year return is 5.03%. VGWIX dividend yield stands at 3.89%, paid quarterly.

VGWIX top holdings include Metropolitan Transportation Authority 0 11/15/2033 (3.0%), City Of Shreveport La Water & Sewer Revenue 5 12/01/2039 (1.6%), Tsmc (1.5%), City Of Tampa Fl 3 10/01/2035 (1.3%), Royal Bank of Canada (1.3%). Go to all VGWIX holdings, VGWIX sectors, or VGWIX dividends.

VGWIX can be compared against other funds. Use VGWIX overlap to find shared positions, or VGWIX vs another fund for a side-by-side view. VGWIX alternatives are available via the screener, along with tax-loss harvesting opportunities.