tiprankstipranks
Trending News
More News >
Advertisement

VWINX Mutual Fund Price & Analysis

This 40 year-old, income-oriented balanced fund offers exposure to stocks and investment-grade bonds. Balanced funds typically offer a higher allocation to stocks; however, this fund is unique in allocating about one-third to stocks and two-thirds to bonds. The fund’s stock holdings are focused on companies that have historically paid a larger-than-average dividend or that have expectations of increasing dividends. This focus may provide a higher quarterly income distribution than non-income-focused balanced funds. Investors with a medium- or long-term time horizon who have a goal of steady income and who are willing to accept modest movement in share price may wish to consider this fund as a core holding in their portfolio.

VWINX Mutual Fund Chart & Stats

$25.50
$0.02(0.08%)
--

Top 10 Holdings

Name
Weight %
Broadcom Inc.
2.02%
Merck & Company
1.16%
Bank of America
1.05%
Johnson & Johnson
0.96%
USD_CASH
United States Treasury Note/Bond
0.80%
Conocophillips
0.79%
USD_CASH
United States Treasury Note/Bond
0.74%
JPMorgan Chase & Co.
0.74%
Unitedhealth Group Inc.
0.71%
Unilever plc
0.69%
Total9.66%

Recently Viewed

What am I Missing?
Make informed decisions based on Top Analysts' activity
Know what industry insiders are buying
Get actionable alerts from top Wall Street Analysts
Find out before anyone else which stock is going to shoot up
Get powerful stock screeners & detailed portfolio analysis
Advertisement