Research information including asset allocation, sector weightings and top holdings for Vanguard Windsor™ II Fund. These returns cover a period from January 1, 1988 through October 5, 2020. Chasing value without considering quality can lead to value traps. Quotes delayed at least 15 minutes. These publicly traded assets may include company … Experts share their insights on how 2020 will shape the financial advice industry. A simple, equally-weighted average return of all Zacks Rank stocks is calculated to determine the monthly return. Find real-time VWNFX - Vanguard Windsor™ II Fund Investor Share stock quotes, company profile, news and forecasts from CNN Business. The web link between the two companies is not a solicitation or offer to invest in a particular security or type of security. At the center of everything we do is a strong commitment to independent research and sharing its profitable discoveries with investors. Visit www.zacksdata.com to get our data and content for your mobile app or website. It’s somewhat like comparing apples to oranges because the Windsor II is a large-cap fund and the Sele… If that’s in fact the case, RCL represents 2.48% of the total Selected Value portfolio compared to CCL’s 0.88% for the Windsor II fund. Morgan Stanley Insight Fund;IS - 101.24. According to the prospectus, “The fund invests mainly in large- and mid-capitalization companies whose stocks are considered by an adviser to be undervalued.”

. Vanguard Windsor II Fund seeks long-term capital appreciation and income by investing in large- and mid-capitalization companies whose stocks are considered by an advisor to be undervalued. Copyright 2020 Zacks Investment Research | 10 S Riverside Plaza Suite #1600 | Chicago, IL 60606. This page has not been authorized, sponsored, or otherwise approved or endorsed by the companies represented herein. Get the lastest Fund Holdings for VANGUARD/WINDSOR FUND INC WINDSOR II PORTFOLIO FUND from Zacks Investment Research View top holdings and key holding information for Vanguard Windsor II Fund (VWNFX). Asset Allocation Top Instruments ... Asset Allocation Top Holdings Actions. Benchmark Russell 1000 Value Index Growth of a $10,000 investment: January 31, 2010— December 31, 2019 $30,095 Fund as of 12/31/19 $31,387 Benchmark as of 12/31/19 Annual returns Short-duration bond funds can still offer income investors some yield. Add to watchlist. Market data provided by Xignite. For Financial Advisors, from U.S. News: Get the Advisor's Guide to Working with Divorced Clients, Rebecca Lake and Debbie CarlsonDec. See holdings data for Vanguard Windsor™ II Fund (VWNFX). Morgan Stanley Discovery Portfolio;I Retirees may need a fresh perspective on portfolio income. Assets: $1.4 billion. Monday through Friday 8 a.m. to 8 p.m., Eastern time This dedication to giving investors a trading advantage led to the creation of our proven Zacks Rank stock-rating system. If you do not, click Cancel. By continuing to use our site, you accept our use of cookies, revised Privacy Policy and Terms and Conditions of Service. I would like to receive free Advisor Practice Management Guides, the U.S. News Advisor Weekly newsletter, and occasional updates regarding the U.S. News Advisor Directory. Delayed quotes by Sungard. Income investors face a challenging market with record-low yields. NYSE and AMEX data is at least 20 minutes delayed. The best retirement funds offer investors both income and growth for a secure tomorrow. Vanguard® Windsor II Fund Morningstar Category ... Top 20 Holdings as of 06-30-20 % Assets Microsoft Corp 6.65 Vanguard Market Liquidity Inv 4.34 Apple Inc 3.84 Alphabet Inc A 2.64 Medtronic PLC 2.45 Advice, rankings and one great story every day. In his role as portfolio manager, Mr. Davis plays an integral part in the investment research review and decision-making process. On the other hand, Royal Caribbean is the No. Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place The top holdings are Vanguard Windsor II Fund Investor Share consisting of large-cap stocks, Vanguard Long-Term Investment-Grade Fund Investor Shares … Recent market shifts mean bond investors need to change their approach. View VWNAX holdings data and information to see the mutual fund assets and interests. Dividends offer income for investors, but the yields vary from sector to sector. NASDAQ data is at least 15 minutes delayed. Learn more about mutual funds at fidelity.com. Certain Zacks Rank stocks for which no month-end price was available, pricing information was not collected, or for certain other reasons have been excluded from these return calculations. Learn how you can invest in the stock market. This includes personalizing content and advertising. Top Holdings: The highest volume of publicly traded assets held by an individual, company or fund. For investors to a portfolio the latest stock Price, chart, news, analysis, fundamentals, trading investment. Research and sharing its profitable discoveries with investors a particular security or of! Fargo, and often do, change throughout the month a large-cap Fund and the Google Policy. Hand, Royal Caribbean is the No will be recognizable to virtually anyone: Microsoft Pfizer... The annual return portfolio Fund - Fund holdings on portfolio income overview of Vanguard II... 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