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VWNAX
Mutual Fund ticker: NASDAQ
AS OF
Dec 17 closing price
Price
$88.21
Change
-$0.67 (-0.75%)
Net Assets
63.3B

VWNAX Vanguard Windsor™ II Admiral™ Forecast, Technical & Fundamental Analysis

Category LargeValue
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Amazon.com (NASDAQ:AMZN), Alphabet (NASDAQ:GOOGL), Meta Platforms (NASDAQ:META), Unitedhealth Group (NYSE:UNH), Procter & Gamble Company (NYSE:PG), Bank of America Corp (NYSE:BAC), Wells Fargo & Co (NYSE:WFC), Elevance Health (NYSE:ELV), Medtronic plc (NYSE:MDT).

Industry description

The investment seeks to provide long-term capital appreciation and income. The fund invests mainly in large- and mid-capitalization companies whose stocks are considered by an advisor to be undervalued. Undervalued stocks are generally those that are out of favor with investors and that the advisor believes are trading at prices that are below average in relation to measures such as earnings and book value. These stocks often have above-average dividend yields. It uses multiple investment advisors.

Market Cap

The average market capitalization across the Vanguard Windsor™ II Admiral™ MF is 1.03T. The market cap for tickers in the group ranges from 115.55B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is MDT at 115.55B.

Volume

The average weekly volume growth across all stocks in the Vanguard Windsor™ II Admiral™ MF was 24%. For the same stocks of the MF, the average monthly volume growth was -24% and the average quarterly volume growth was 20%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 53
P/E Growth Rating: 52
Price Growth Rating: 37
SMR Rating: 38
Profit Risk Rating: 34
Seasonality Score: -11 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeValue

Profile
Fundamentals
Details
Category
Large Value
Address
Vanguard Windsor FundsPo Box 2600 V37Valley Forge
Phone
6106696289
Web
www.vanguard.com
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VWNAX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, VWNAX has been closely correlated with RMFEX. These tickers have moved in lockstep 86% of the time. This A.I.-generated data suggests there is a high statistical probability that if VWNAX jumps, then RMFEX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To VWNAX
1D Price
Change %
VWNAX100%
-0.75%
RMFEX - VWNAX
86%
Closely correlated
-5.03%
RMEBX - VWNAX
85%
Closely correlated
-4.94%
RMFCX - VWNAX
85%
Closely correlated
-4.98%
VIVIX - VWNAX
83%
Closely correlated
-0.62%
VIVAX - VWNAX
83%
Closely correlated
-0.62%
More