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Vanguard Windsor Fund;Investor

NAS: VWNDX

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/zigman2/quotes/210492600/realtime

$

21.59

Change

0.00 0.00%

Sep 19, 2019

YTD return

19.85%

5 yr avg return

6.53%

Total net assets

4.40B

52 week low

52 week high

$17.13

$24.35

Yield

2.08%

Fees & Expenses

Front load

0.00%

Deferred load

0.00%

Max. redemption fee

0.00%

Total expense ratio

0.31%

12 b-1

0.01%

Turnover

33.00%

Expense Calculator

Amt Invested:

Timeframe:

Total expense ratio:

Front load:

Deferred load:

Expense projection:

Estimated Total:

* Expense Calculator results are based on the fund's past performance. Preferred load may be less. Check with your fund company for exact values.

Distributions

Income dividend

0.17

Dividend freq.

Semiannual

Capital gain (2018)

1.95

Capital gain (YTD)

n/a

Risk Measures

Alpha

-0.43

Beta

1.08

Standard deviation

3.91

R. squared

0.92

Min. Investment

Standard (taxable)

3000

IRA

3000

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MarketWatch News on VWNDX

  1. Remembering Legendary Investor John Neff

    5:51 p.m. June 6, 2019

    - Barron's Online

  2. How do you know if your fund manager has ‘lost it’?

    1:54 p.m. Oct. 3, 2014

    - Chuck Jaffe

  3. Drilling Deep for Value

    4:47 a.m. Aug. 30, 2014

    - Barron's Online

  4. How to pick stocks for your 2013 portfolio

    11:49 a.m. Sept. 24, 2012

    - Jack Hough

  5. Vanguard knows when to fold ’em

    9:01 a.m. Aug. 5, 2012

    - Chuck Jaffe

  6. Vanguard drops AllianceBernstein

    3:32 p.m. Aug. 2, 2012

    - MarketWatch

  7. What Obama won't tell you tonight

    12:01 a.m. June 15, 2010

    - Brett Arends

  8. video content Vanguard's Values

    7:34 p.m. Oct. 14, 2008

    - Anthony Lazarus

  9. Can actively managed funds break into the 'lazy' portfolios?

    4:14 p.m. June 19, 2007

    - Paul B. Farrell

  10. These three mutual funds may be all you'll ever need

    7:22 p.m. Dec. 5, 2006

    - Jonathan Burton

  11. Private Ayes

    12:01 a.m. July 10, 2006

    - Barron's Online

  12. Vanguard global fund adds AllianceBernstein to advisory team

    10:00 a.m. April 18, 2006

    - John Spence

  13. Stupid Investment of the Week

    2:38 p.m. Sept. 23, 2005

    - Chuck Jaffe

  14. Vanguard launches new diversified fund of funds

    12:42 p.m. June 10, 2005

    - John Spence

  15. Morningstar's Kinnel rates quality funds

    3:54 p.m. April 27, 2005

    - Chuck Jaffe

  16. audio content Kinnel: Give up on fallen bull-market angels

    2:34 p.m. April 27, 2005

    - Erin Beach

Lipper Leader

Total Return: 4 Consistent Return: 4 Preservation: 3 Tax Efficiency: 3 Expense: 5

YTD Lipper Ranking: Quintile 2 (24th percentile)

Lipper Ranking & Performance

Fund return Category Index
(S&P 500)
% rank in category Quintile rank
YTD 19.85% 17.35% 21.70% 24% 2
1yr 1.42% -0.20% 5.70% 36% 2
3yr 10.78% 9.43% 14.30% 28% 2
5yr 6.53% 6.02% 10.60% 41% 3
10yr 11.14% 10.1% 13.2% 25% 2

Calculate Growth of 10k

Starting year:

Initial amount USD:

Estimated current value USD:

$31,960

Fund Comparison

Compare: Returns Risk Fees Holdings

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Investment focus:

Net assets:

Return timeframe:

Fund Details

Category

Multi-Cap Value Funds

Fund family

VANGUARD FDS

Fund status

Open

Fund inception

October 23, 1958

Manager

Team Managed

Investment Policy

The Fund seeks long-term growth of capital and income. The Fund invests mainly in large- and mid-capitalization companies whose stocks are considered to be undervalued. Undervalued stocks generally trade at prices that are below average in relation to such measures as earnings and book value.

Top Holdings

Company Symbol % of total net assets
General Electric Co ORD n/a 1.07
FMC Corp ORD n/a 1.07
Southwest Airlines Co ORD n/a 1.08
Halliburton Co ORD n/a 1.12
Micron Technology Inc ORD n/a 1.14
Raymond James Financial Inc ORD n/a 1.17
Concho Resources Inc ORD n/a 1.19
Koninklijke Philips NV ORD n/a 1.2
Medtronic PLC ORD n/a 1.29
L3Harris Technologies Inc ORD n/a 1.31
UnitedHealth Group Inc ORD n/a 1.42
Wells Fargo & Co ORD n/a 1.42
Intel Corp ORD n/a 1.47
Westinghouse Air Brake Technologies Corp ORD n/a 1.47
Vanguard Market Liquidity Fund n/a 1.48
Equinix Inc ORD n/a 1.49
American International Group Inc ORD n/a 1.52
Expedia Group Inc ORD n/a 1.54
Verizon Communications Inc ORD n/a 1.55
CVS Health Corp ORD n/a 1.58
Broadcom Inc ORD n/a 1.71
Comcast Corp ORD n/a 1.79
Citigroup Inc ORD n/a 2
MetLife Inc ORD n/a 2.08
Bank of America Corp ORD n/a 2.48
/news/nonmarketwatch/company/us/vwndx

Other News on VWNDX

  1. Low-Risk Funds: The Short List

    5:26 a.m. July 15, 2019

    - Seeking Alpha

  2. The 7 Best Value Funds to Hold Forever

    3:13 p.m. Dec. 5, 2017

    - InvestorPlace.com

  3. The Top 10 Vanguard Funds on the Market

    3:54 p.m. July 24, 2017

    - InvestorPlace.com

  4. Vanguard Large-Cap Value Mutual Funds

    6:01 p.m. March 9, 2017

    - InvestorPlace.com

  5. Vanguard Windsor II: Vanguard’s Oddball

    12:41 p.m. Oct. 1, 2016

    - Motley Fool

  6. Best Performing Vanguard Mutual Funds Of Q2 2015

    6:13 p.m. July 28, 2015

    - Seeking Alpha

  7. 3 Best Vanguard Funds With Active Management

    6:30 a.m. Nov. 21, 2014

    - InvestorPlace.com

  8. Drilling Deep for Value

    4:47 a.m. Aug. 30, 2014

    - Barrons.com

  9. Don't Buy the Earnings Hype

    4:28 p.m. Sept. 24, 2012

    - The Wall Street Journal Interactive Edition

  10. Vanguard Fires AllianceBernstein

    11:58 a.m. Aug. 2, 2012

    - InvestorPlace.com

  11. 5 Popular Mutual Funds to Avoid

    7:00 a.m. Feb. 24, 2012

    - InvestorPlace.com

  12. Mutual Fund Fees on Display

    7:00 p.m. Dec. 23, 2011

    - The Wall Street Journal Interactive Edition

  13. Funds' Fleeting Star Power

    9:00 a.m. Jan. 15, 2003

    - The Wall Street Journal Interactive Edition

  14. Diversifying Through Funds of Funds

    10:49 p.m. Nov. 6, 2002

    - The Wall Street Journal Interactive Edition

  15. Taxable Distributions Could Be Painful

    12:01 a.m. Sept. 26, 2000

    - The Wall Street Journal Interactive Edition

  16. Successful Portfolios Often Breed Clones

    12:01 a.m. July 25, 2000

    - The Wall Street Journal Interactive Edition

  17. Vanguard Takes Aim At Mediocre Funds

    11:26 p.m. Jan. 24, 2000

    - The Wall Street Journal Interactive Edition

  18. Biggest Funds Top The S&P 500 Index

    12:32 a.m. Dec. 23, 1999

    - The Wall Street Journal Interactive Edition

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