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Vanguard Windsor II Fund
Posted on 12/28/13 at 12:37 pm
Posted on 12/28/13 at 12:37 pm
Does anyone have any experience with this fund?
VWNFX
It seeks Large-Cap's that are undervalued.
$3k min. .35% exp ratio with a SEC yield of 2.13
It seems like it may be a good play going into 2014.
Just curious. TIA.
VWNFX
It seeks Large-Cap's that are undervalued.
$3k min. .35% exp ratio with a SEC yield of 2.13
It seems like it may be a good play going into 2014.
Just curious. TIA.
1
Posted on 12/28/13 at 12:52 pm to Oenophile Brah
It tracks the S&P 500 almost perfectly but under performs it. 5 year average has a high beta and a negative alpha. If you are going to take that level of risk, you may as we'll just buy the index.
Posted on 12/28/13 at 8:48 pm to Janky
Agree with Janky. Better off with Vanguard 500 fund for the past 5 years.
Posted on 12/28/13 at 10:35 pm to matthew25
quote:
Agree with Janky. Better off with Vanguard 500 fund for the past 5 years.
Or another fund that beats the index and covers your arse on the down side.
Posted on 12/28/13 at 10:48 pm to matthew25
Thanks for the responses.
One thing, the Vanguard 500 has a 10k minimum compared to the 3k of Windsor.
It's 5 year return is nearly identical to the Windsor fund. The Windsor does carry a higher exp ratio.
quote:
Better off with Vanguard 500 fund for the past 5 years
One thing, the Vanguard 500 has a 10k minimum compared to the 3k of Windsor.
It's 5 year return is nearly identical to the Windsor fund. The Windsor does carry a higher exp ratio.
This post was edited on 12/28/13 at 10:51 pm
Posted on 12/29/13 at 5:24 am to Oenophile Brah
If you are comparing returns then forget about expense ratios. The returns you see are net of fees, so whoever is better is better.
Posted on 12/29/13 at 6:14 pm to Oenophile Brah
You are likely looking at the Admiral share class instead of the Investor, VFINX, which has a 3k minimum. You might be interested in the Vanguard Equity Income fund, either VEIPX or VEIRX depending on investor or admiral class, which is less volatile than VFINX and has outperformed it, doesn't mean that will happen in the future. If the broad market goes down EI is going down, but shouldn't be as much.
I would consider the new Vanguard global low volatility fund, VMVFX, theoretically it should protect better in down markets. I am considering shifting some $ from VEIRX and SPLV to the admiral version of the new fund.
I would consider the new Vanguard global low volatility fund, VMVFX, theoretically it should protect better in down markets. I am considering shifting some $ from VEIRX and SPLV to the admiral version of the new fund.
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