While most sectors continued to go up, they weren’t going up as sharply and as steadily as before, while retail and energy were flat or down. Vanguard Health Care Investor (VGHCX, $222.64) has been a solid long-term performer, returning an annualized 9.2% over the past five years and 14.2% over the past decade. The 0.22% expense ratio is about as low as you can find for any actively managed stock fund. That has led to stronger returns on this index than in other small-cap indices. 2020 Hyundai Tucson Review. 2020 Kia Forte Review. Inception Date. Vanguard Windsor™ Fund Investor Share Inv (VWNDX) Dividend Growth History: By month or year. In mid-2020, Vanguard will simplify its actively managed equity fund lineup by merging the $770 million Vanguard Capital Value Fund (Investor Shares: VCVLX) into the $17.6 billion Vanguard Windsor™ Fund (Admiral™ Shares: VWNEX; Investor Shares: VWNDX).The merger will combine two actively managed value funds with similar objectives and holdings and create economies of scale and … Vanguard Total Stock Market Admiral (VTSAX, $79.09) is the biggest, and some say the best, of all the Vanguard funds. Vanguard Wellington Investor (VWELX, $44.30) is old-fashioned and proud of it. The fund copies the American Funds multi-manager system. Take a look at this chart, starting from the first QE actions in early 2009 until today. In the mid-1980s, Bogle heard that several top managers wanted to leave the American Funds, which had a reputation of being such a good place to work that no one ever left. Analyze the Fund Vanguard Windsor ™ II Fund Investor Share having Symbol VWNFX for type mutual-funds and perform research on other mutual funds. The performance data shown in tables and graphs on this page is calculated in USD of the fund/index/average (as applicable), on a Bid To Bid / Nav to Nav basis, with gross dividends re-invested on ex-dividend date. Also attractive is its tiny 0.2% annual expense ratio – many bond funds charge three or four times that much. This index fund, which owns just … What it does mean is that the days when all stocks within an index would rise, regardless of their fundamental value, are over. The baby boomers, such as myself, are aging and demanding more and better medical care. My favorite dividend funds are those that emphasize dividend growth. The Vanguard 500 Index Fund Admiral Shares (MUTF: VFIAX) charges an annual expense ratio of just 0.04%, or $4 on a $10,000 investment. Finally, it emphasizes large-cap stocks. But the managers also seek out growth stocks selling at temporary discounts. Not really. I'm not a big fan of sector funds with one exception: health-care funds. Consequently, the fund tends to hold up better than its peers in rocky markets, making this one of the best Vanguard funds to buy when you expect turbulence. Today, however, we're going to look at the best Vanguard funds to buy for 2020. Duration – a measure of risk – is just 2.5 years, which means the fund's price would fall only 2.5% if interest rates rose by one percentage point over 12 months. I received my Ph.D. in 2008 and continue to offer consulting services to institutional investors and ultra high net worth individuals. Dividend history includes: Declare date, ex-div, record, pay, frequency, amount. Lead manager Jean Hynes has worked on the fund since 1991 taking over the lead position in 2012. Vanguard Total Stock Market Admiral (VTSAX, $79.09) is the biggest, and some say the best, of all the Vanguard funds. 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