Vanguard Windsor Ii Fund Quote
| VWNFX Fund | USD 44.32 0.10 0.23% |
PerformanceVery Weak
| Odds Of DistressLow
|
Vanguard Windsor is trading at 44.32 as of the 20th of March 2025; that is 0.23 percent decrease since the beginning of the trading day. The fund's open price was 44.42. Vanguard Windsor has about a 21 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 20th of December 2024 and ending today, the 20th of March 2025. 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
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Moving against 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 | 31st of March 2025 |
| Expense Ratio Date | 27th of February 2023 |
| Fiscal Year End | October |
Vanguard Windsor Ii [VWNFX] is traded in USA and was established 20th of March 2025. 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 53.76 B in net assets with no minimum investment requirementsVanguard Windsor is currently producing year-to-date (YTD) return of 1.35% with the current yeild of 0.01%, while the total return for the last 3 years was 9.39%.
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 | |
| COP | ConocoPhillips | Stock | Energy | |
| LOW | Lowes Companies | Stock | Consumer Discretionary | |
| APD | Air Products and | Stock | Materials | |
| CMCSA | Comcast Corp | Stock | Communication Services | |
| JNJ | Johnson Johnson | Stock | Health Care |
Vanguard Windsor Top Holders
| VGSTX | Vanguard Star Fund | Mutual Fund | Allocation--50% to 70% Equity | |
| VDEQX | Vanguard Diversified Equity | Mutual Fund | Large Growth |
Vanguard Windsor Risk Profiles
| Mean Deviation | 0.7822 | |||
| Standard Deviation | 1.52 | |||
| Variance | 2.32 | |||
| Risk Adjusted Performance | (0.09) |
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.
| Portfolio Suggestion Get suggestions outside of your existing asset allocation including your own model portfolios | |
| Global Correlations Find global opportunities by holding instruments from different markets | |
| Portfolio Diagnostics Use generated alerts and portfolio events aggregator to diagnose current holdings | |
| Alpha Finder Use alpha and beta coefficients to find investment opportunities after accounting for the risk |