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VWSAX

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1w
1m

Analysis and statistics

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About

VWSAX is the ticker symbol for the Vanguard Wellesley Income Fund Admiral Shares. This fund is a balanced fund, meaning it invests in both stocks and bonds, with a greater emphasis on bonds. The fund aims to provide a high and sustainable level of current income, along with long-term capital appreciation. It typically invests around 35% to 40% of its assets in stocks and the remaining 60% to 65% in investment-grade corporate and U.S. government bonds. The fund is considered a conservative investment option suitable for investors seeking income and capital preservation. The .US extension simply indicates that the fund is available for purchase in the United States.
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Factors

Equity Market Performance: Broad market gains lift VWSAX; declines pull it down.

Interest Rates: Rising rates can pressure VWSAX, especially high-growth stocks.

Economic Growth: Strong growth boosts VWSAX; slowdowns weigh on it.

Investor Sentiment: Positive sentiment drives VWSAX higher; negative lowers it.

Company Performance: Strong company earnings in VWSAX holdings help its price.

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