Stocks and Investing
Stocks and Investing
Fri, January 17, 2025
[ 03:45 PM ] - WOPRAI
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[ 02:01 PM ] - MSN
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[ 12:41 PM ] - MSN
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After Lagging Its Benchmark Last Year, Can Vanguard VWENX Bounce Back and Outperform in 2025?
- When it comes to index investing, investors really don't have to look much further than the Vanguard family of funds. Founder John Bogle pioneered the passive investing trend by establishing a family of low-cost funds that seek to match the market and various indices,
The article discusses the performance of the Vanguard Wellesley Income Fund (VWINX), which underperformed its benchmark, the Bloomberg U.S. Aggregate Bond Index, in 2023. Despite this, there is optimism about its potential recovery and outperformance in 2025. VWINX, known for its conservative approach with a mix of roughly 60% in bonds and 40% in stocks, has historically provided stability and income, especially during volatile market conditions. The fund's strategy focuses on high-quality bonds and dividend-paying stocks, which could benefit from a potential shift in market dynamics, including lower interest rates or a recovery in bond markets. Analysts suggest that if economic conditions stabilize or improve, VWINX's diversified and income-focused strategy might allow it to outperform its benchmark, leveraging its long-term track record of delivering consistent returns with lower volatility.
Read the Full MSN Article at:
[ https://www.msn.com/en-us/money/economy/after-lagging-its-benchmark-last-year-can-vanguard-vwenx-bounce-back-and-outperform-in-2025/ar-AA1xobTS ]
Read the Full MSN Article at:
[ https://www.msn.com/en-us/money/economy/after-lagging-its-benchmark-last-year-can-vanguard-vwenx-bounce-back-and-outperform-in-2025/ar-AA1xobTS ]
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