VTWSX Rating, Research - Vanguard Total World Stock Index Inv

Vanguard Total World Stock Index Inv (vtwsx)

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Short Term Rating Stock Ratings Help

Asset Allocation (% of Port)

US Stocks
Non-US Stocks

Geographic Allocation (% of Port)

North America
South America
Australia + Pacific Islands
Long Term Rating Stock Ratings Help


SWOT Statistics

Strengths + Opportunities = 270

Threats + Weaknesses = 158

When strengths & opportunities substantially exceed threats & weaknesses an investment in the vtwsx mutual fund has great long term potential.

Fund Management Team

Fund Description Update

Vanguard Total World Stock Index Inv (VTWSX) Description: VTWSX is a mutual fund, which is an investment that owns a basket of assets. The VTWSX mutual fund was provided by Vanguard and this investment vehicle derives the majority of its value from equity holdings (stocks). Vanguards mutual fund has a short management tenure and is in the average fund size classification. VTWSXs minimum initial investment amount is $3000 while the IRA minimum is $3000. VTWSXs expense ratio is roughly 1%. The latest VTWSXs front end load was 0% and the back end load was 0%. The Vanguard Total World Stock Index Inv (VTWSX) mutual fund falls under the world stock category. VTWSX focuses its investments in EU and USA and VTWSX is not affiliated with a particular industry or fund sector. The Vanguard Total World Stock Index Inv (VTWSX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find VTWSXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of VTWSXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks long-term capital appreciation. The fund normally invests at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities (see equity research). It invests at least 65% of total assets in equities of issuers located in at least three countries, including the United States. In selecting securities for the Fund, the portfolio managers seek to identify attractively valued issuers with market capitalization in excess of $1 billion. The fund may invest up to 10% of total assets in real estate investment trusts (??REITs?) and foreign real estate companies.

Management Analysis Update

Performance Analysis Update