Vanguard Windsor Ii Fund Quote
| VWNAX Fund | USD 88.93 0.48 0.54% |
Performance5 of 100
| Odds Of DistressLess than 20
|
Vanguard Windsor is trading at 88.93 as of the 22nd of November 2024; that is 0.54 percent up since the beginning of the trading day. The fund's open price was 88.45. Vanguard Windsor has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Vanguard Windsor Ii are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 3rd of December 2022 and ending today, the 22nd of November 2024. Click here to learn more.
The fund invests mainly in large- and mid-capitalization companies whose stocks are considered by an advisor to be undervalued. Undervalued stocks are generally those that are out of favor with investors and that the advisor believes are trading at prices that are below average in relation to measures such as earnings and book value. More on Vanguard Windsor Ii
Moving together with Vanguard Mutual Fund
Vanguard Mutual Fund Highlights
| Fund Concentration | Vanguard Funds, Large Value Funds, Large Value, Vanguard, Large Blend, Large Value (View all Sectors) |
| Update Date | 30th of September 2024 |
Vanguard Windsor Ii [VWNAX] is traded in USA and was established 22nd of November 2024. Vanguard Windsor is listed under Vanguard category by Fama And French industry classification. The fund is listed under Large Value category and is part of Vanguard family. This fund at this time has accumulated 49.49 B in net assets with minimum initial investment of 50 K. Vanguard Windsor is currently producing year-to-date (YTD) return of 16.13% with the current yeild of 0.02%, while the total return for the last 3 years was 7.12%.
Check Vanguard Windsor Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Vanguard Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Vanguard Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Vanguard Windsor Ii Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Vanguard Windsor Ii Mutual Fund Constituents
| GE | GE Aerospace | Stock | Industrials | |
| JCI | Johnson Controls International | Stock | Industrials | |
| PM | Philip Morris International | Stock | Consumer Staples | |
| LOW | Lowes Companies | Stock | Consumer Discretionary | |
| APD | Air Products and | Stock | Materials | |
| JNJ | Johnson Johnson | Stock | Health Care | |
| WFC | Wells Fargo | Stock | Financials | |
| UNH | UnitedHealth Group Incorporated | Stock | Health Care |
Vanguard Windsor Risk Profiles
| Mean Deviation | 0.4944 | |||
| Semi Deviation | 0.5863 | |||
| Standard Deviation | 0.687 | |||
| Variance | 0.4719 |
Vanguard Windsor Against Markets
Other Information on Investing in Vanguard Mutual Fund
Vanguard Windsor financial ratios help investors to determine whether Vanguard Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Vanguard with respect to the benefits of owning Vanguard Windsor security.
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