Guide to Vanguard Windsor II Investor Fund (VWNFX) – August 31, 2017


Vanguard Windsor II Investor (VWNFX Free Report) a Zacks Rank #1 (Strong Buy) seek long-term growth of capital and income from dividends. The management invests mainly in large and medium-size companies whose stocks are considered to be undervalued.

This Large Value fund, as of the last filing, allocates their fund in three major groups; Large Value, Large Growth and Foreign Stock. Further, as of the last filing, MICROSOFT CORP, BANK OF AMERICA CORP and PFIZER INC were the top holdings for VWNFX.

The Vanguard Windsor II Investor fund, managed by Vanguard Group, carries an expense ratio of 0.34%. Moreover, VWNFXrequires a minimal initial investment of $3,000.

VWNFXhas a history of positive total returns for over 10 years.  Specifically, the fund’s returns over the 1, 3, 5 year benchmarks; 1 year 14.91%,  3 year 5.87% and 5 year 11.51%. To see how this fund performed compared in its category and other #1 and #2 Ranked Mutual Funds, please click here. 

VWNFX’s performance, as of the last filing, when compared to funds in its category was in the top 42% over the past 1 year.

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