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Mutual Fund Insights: Vanguard Windsor II Adm Fund (VWNAX)

In-depth Analysis of Vanguard Windsor II Adm Fund (VWNAX)

Mutual fund chart: Vanguard Windsor II Adm Fund (VWNAX)

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See Vanguard Windsor II Adm Fund (VWNAX) performance details as of January 31, 2010

  

    Last Trade: $43.98 on 3/19/2010, Change: -0.25 (-0.57%)
Experiment our closing price forecasting tool for Vanguard Windsor II Adm Fund (VWNAX) (alpha release)

  

Fund Manager - James P. Barrow

Fund Manager Tenure: 24.8 years   [Similar Funds: VWNFX ]
Fundmojo Fund Grade: B (Score: 0.66)     (What does this score mean?)
Barrow has worked as a securities analyst for several major institutions including Citizens & Southern Bank of South Carolina, Atlantic Richfield and Reliance Insurance during his 43-year investment career. He is principal and founding partner of Barrow, Hanley, Mewhinney & Strauss. Barrow founded the firm in 1980. Previously, he spent eight years with Republic National Bank. Barrow has been in investment management since 1965.  Get more insights on James P. Barrow

  

What we like about Vanguard Windsor II Adm Fund (VWNAX) What we like about Vanguard Windsor II Adm Fund (VWNAX)

Data for Vanguard Windsor II Adm Fund (VWNAX) as of January 31, 2010

  • Vanguard Windsor II Adm Fund (VWNAX) management has been with Vanguard Windsor II Adm Fund for 24.8 years
  • Vanguard Windsor II Adm Fund (VWNAX) has good short-term performance (1-year return 35.56% vs 32.89% Large Value category average)
  • Vanguard Windsor II Adm Fund (VWNAX) has good mid-term performance (3-year return -7.41% vs -8.60% Large Value category average)
  • Vanguard Windsor II Adm Fund (VWNAX) has good Long-term performance (5-year return 0.70% vs -0.19% Large Value category average)
  • Vanguard Windsor II Adm Fund (VWNAX) ratio of up-years vs down years is greater than 2
  • Vanguard Windsor II Adm Fund (VWNAX) has a Morningstar rating of 4 and above
  • Vanguard Windsor II Adm Fund (VWNAX) has an annual stock turnover rate of 41.00% vs Large Value average of 69.44%. It is good that Vanguard Windsor II Adm management does not trade extensively for its return.
  • Vanguard Windsor II Adm Fund (VWNAX) has a lower management fee than its Large Value average: 0.29% vs 1.28%
  • Vanguard Windsor II Adm Fund (VWNAX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

What we are cautious about Vanguard Windsor II Adm Fund (VWNAX) What we are cautious about Vanguard Windsor II Adm Fund (VWNAX)

Data for Vanguard Windsor II Adm Fund (VWNAX) as of January 31, 2010

  • Vanguard Windsor II Adm Fund (VWNAX) is more volatile than its peers as it has a 3-year Standard Deviation of 20.75 that is higher than category average of 20.74
See Vanguard Windsor II Adm Fund (VWNAX) performance details as of January 31, 2010

  

  

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Vanguard Windsor II Adm Fund (VWNAX) Net Asset

Track net asset change of Vanguard Windsor II Adm fund (VWNAX)

DateNet Asset
01/2010$12.57B
11/2009$12.74B
10/2009$12.06B
More historic net asset information on Vanguard Windsor II Adm Fund (VWNAX)

  

Vanguard Windsor II Adm Fund (VWNAX) Portfolio Allocation

Track portfolio allocation change of Vanguard Windsor II Adm fund (VWNAX)

DateCashStockBondOther
09/20093.35%96.46%0.19%0%
07/20093.2%96.44%0%0.36%
06/20093.35%96.58%0%0.07%
Click here to see more historic asset allocation information on Vanguard Windsor II Adm Fund (VWNAX)

  

Most Recent Top 10 Holdings in Vanguard Windsor II Adm Fund (VWNAX)

Discover what Vanguard Windsor II Adm Fund (VWNAX) manager is buying

30-Sep-09
CMT Market Liquidity Rate [3.35%]
JP MORGAN CHASE CO [3.34%]
INTL BUSINESS MACH [3.12%]
WELLS FARGO & CO NEW [2.77%]
HEWLETT PACKARD CO [2.7%]
Microsoft Corporation [2.67%]
BRISTOL-MYERS SQUIBB [2.6%]
PHILIP MORRIS INTL [2.46%]
Imperial Tobacco Group PLC ADR [2.45%]
OCCIDENTAL PET [2.34%]

31-Jul-09
INTL BUSINESS MACH [3.28%]
JP MORGAN CHASE CO [3.25%]
CMT Market Liquidity Rate [2.93%]
BRISTOL-MYERS SQUIBB [2.69%]
Microsoft Corporation [2.58%]
HEWLETT PACKARD CO [2.58%]
Imperial Tobacco Group PLC ADR [2.53%]
OCCIDENTAL PET [2.52%]
PHILIP MORRIS INTL [2.5%]
WELLS FARGO & CO NEW [2.36%]

30-Jun-09
INTL BUSINESS MACH [3.11%]
CMT Market Liquidity Rate [3.06%]
JP MORGAN CHASE CO [3.03%]
WYETH [2.83%]
Microsoft Corporation [2.8%]
BRISTOL-MYERS SQUIBB [2.7%]
PHILIP MORRIS INTL [2.59%]
OCCIDENTAL PET [2.51%]
Imperial Tobacco Group PLC ADR [2.46%]
HEWLETT PACKARD CO [2.43%]
Click here for Stock Holding Change Map in Vanguard Windsor II Adm Fund (VWNAX)

  

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