VGWIX

About VGWIX

Vanguard Global Wellesley Income Fund Investor Shares is a globally diversified mutual fund that primarily seeks to deliver long-term growth of income alongside a high and sustainable current income, combined with moderate long-term capital appreciation. This fund follows a balanced approach, maintaining a strategic allocation of roughly 35% equities and 65% fixed income, with a disciplined stock/bond split aimed at reducing volatility and supporting a consistent income stream. The equity portion primarily invests in large-cap, value-oriented companies around the world, while the fixed income allocation focuses on investment-grade bonds, including government, corporate, and mortgage-backed securities, with exposure to both U.S. and international markets. The fund’s management emphasizes a rigorous bottom-up security selection process and steady asset allocation, supported by experienced managers specializing in their respective asset classes. Its comparatively low expense ratio, global reach, and focus on income make it particularly relevant for investors seeking stable, moderate growth and regular income distributions from a portfolio balanced across both stocks and bonds on a worldwide basis.