VWNDX Rating, Research - Vanguard Windsor Investor

Vanguard Windsor Investor (vwndx)

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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 = 74

Threats + Weaknesses = 52

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

Fund Management Team

Fund Description Update

Vanguard Windsor Investor (VWNDX) Description: VWNDX is a mutual fund, which is an investment that owns a basket of assets. The VWNDX 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 large fund size classification. VWNDXs minimum initial investment amount is $3000 while the IRA minimum is $0. VWNDXs expense ratio is roughly 0%. The latest VWNDXs front end load was 0% and the back end load was 0%. The Vanguard Windsor Investor (VWNDX) mutual fund falls under the large-cap value category. VWNDX focuses its investments in USA and VWNDX is not affiliated with a particular industry or fund sector. The Vanguard Windsor Investor (VWNDX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find VWNDXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of VWNDXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks a superior total return. The fund invests primarily in U.S. dollar-denominated equity securities (see equity research) of U.S. and foreign companies with market capitalizations (at the time of investment) of at least $2 billion. It seeks to achieve a total return greater than the S&P 500 Index over longer periods of time and indices comprised of value-oriented stocks (see stock research) over shorter periods of time. The fund typically holds between 25 and 30 securities. It normally invests at least 80% of assets to be invested in common stocks (see stock research) and other equity securities (see equity research).

Management Analysis Update

Vanguard Windsor Investor's executives / managers make better investing decisions, because their assets are invested along side their client's. Vanguard Windsor Investor's management team has a long history of working together. This helps ensure consistent future returns. The vwndx fund does not have a history of big fund withdrawals. This helps reduce large tax payments to current investors. Vanguard Windsor Investor has a consistent strategy that will help it to outperform in the future.

Performance Analysis Update