Vanguard Windsor Fund Quote
| VWNEX Fund | USD 84.10 0.39 0.47% |
Performance11 of 100
| Odds Of DistressLess than 18
|
Vanguard Windsor is trading at 84.10 as of the 28th of November 2024; that is 0.47 percent up since the beginning of the trading day. The fund's open price was 83.71. Vanguard Windsor has less than a 18 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. Equity ratings for Vanguard Windsor Fund are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 29th of October 2024 and ending today, the 28th 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 Fund
Moving together with Vanguard Mutual Fund
Moving against Vanguard Mutual Fund
Vanguard Mutual Fund Highlights
| Fund Concentration | Vanguard Funds, Large Funds, Large Value Funds, Large Value, Vanguard (View all Sectors) |
| Update Date | 30th of September 2024 |
Vanguard Windsor Fund [VWNEX] is traded in USA and was established 28th 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 20.08 B in net assets with minimum initial investment of 50 K. Vanguard Windsor is currently producing year-to-date (YTD) return of 16.2% with the current yeild of 0.02%, while the total return for the last 3 years was 9.92%.
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 Fund 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 Fund Mutual Fund Constituents
| ARW | Arrow Electronics | Stock | Information Technology | |
| VZ | Verizon Communications | Stock | Communication Services | |
| XL | XL Fleet Corp | Stock | US Stock | |
| AIG | American International Group | Stock | Financials | |
| WAB | Westinghouse Air Brake | Stock | Industrials | |
| UNH | UnitedHealth Group Incorporated | Stock | Health Care | |
| TMUS | T Mobile | Stock | Communication Services | |
| SCHW | Charles Schwab Corp | Stock | Financials |
Vanguard Windsor Risk Profiles
| Mean Deviation | 0.5518 | |||
| Semi Deviation | 0.4258 | |||
| Standard Deviation | 0.725 | |||
| Variance | 0.5256 |
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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