Vanguard windsor ii fund performance
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[DOC File]DRAFT 9/14 - University System of Maryland
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Optional Retirement Program Performance Report. State Retirement and Pension System of Maryland ... Expense Total Annual Expense 1 Year 2 Year 3 Year 4 Year 5 Year AIG-VALIC Vanguard Windsor II Fund 1.05% 0.43% 1.48% 9.32 10.71 19.95 6.92 5.97 Fidelity Equity Income Fund NA 0.69% 0.69% 13.36 10.30 19.74 6.46 6.13 TIAA-CREF American Funds ...
[DOC File]Chapter 3 Case Problem
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The performance listed is for the first half of 2011, the second quarter of 2011, and for the 5-year period ending on July 1, 2011. Mutual Fund Percent Return 1st Half 2011 Percent Return 2nd Qtr 2011 Percent Return Past 5 yrs Type of Fund Fidelity Magellan Fund (G) 18.1 3.4 142 G Vanguard Index 500 (SP) 17.7 3.3 181 SP Washington Mutual Invest ...
[DOC File]Shades of Value
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Vanguard Windsor . VWNDX. and Vanguard Windsor II . VWNFX. are both large-cap value funds, but their performance in recent years could hardly have been more different. In 1998, Windsor returned just 0.8%, while Windsor II gained 16.4%. Fortunes reversed in 1999 when Windsor gained 11.6% and Windsor II lost nearly 6%. What made the difference?
[DOC File]Course MF 202
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They give you another way to examine relative performance. Consider Vanguard Windsor II VWNFX. The fund's returns fell 12 percentage points behind those of the S&P 500 in 1998. By that benchmark, the fund looked like a dog. But against its peers, the fund looked much better: The average large-value fund was up 12% in 1998, but Windsor II was up ...
[DOC File]Chapter 3 Case Problem - Texas A&M University Corpus Christi
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The performance listed is for the first half of 2007, the second quarter of 2007, and for the 5-year period ending on July 1, 2007. Mutual Fund Percent Return 1st Half 2007 Percent Return 2nd Qtr 2007 Percent Return Past 5 yrs Type of Fund Fidelity Magellan Fund (G) 18.1 3.4 142 G Vanguard Index 500 (SP) 17.7 3.3 181 SP Washington Mutual Invest ...
Investors | Air Products
Principal Funds Inc. MidCap Fund Institutional ClassMutual fund shares: 2,284,508. Large Cap Value Fund: Vanguard Windsor II Fund AdmiralMutual fund shares: 2,704,429. Large Cap Growth Fund: JPMCB Large Cap Growth FundCommingled investment pool. Limited Term Government Fund: *Fidelity Limited Term Government FundMutual fund shares: 1,514
[DOC File]www.csa.org.tw
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Windsor Financial Advisors - Princeton Junction, NJ - Investment advisory firm that specializes in active, aggressive mutual fund investing. WM Financial Services - Washington Mutual's full service brokerage firm. Mutuals.com - commission-free mutual fund advisory service.
Ball Corporation - INVESTING IN BALL
As of December 31, 2019 and 2018, the plan held 8,839,979 and 9,741,324 shares of Ball Corporation common stock at a value of $571,681,442 and $447,906,078, respectively, along with cash in the Vanguard Prime Money Market Fund Admiral Shares of $1,464,833 and $1,852,391, respectively, which are held in the Ball Corporation Common Stock Fund.
[DOC File]Investor Relations Communications Plan
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Name Turnover Style GCG Trust - Capital Growth Series M GARP UBS (Lux) Equity Fund – Technology M Specialty Franklin Global Communications Fund M Specialty Gabelli Global Telecommunications Fund L Specialty INVESCO Telecommunications Fund M Specialty Franklin Templeton VIP Franklin Global Comm. Secs. M Specialty Vanguard Windsor II Fund ...
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