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Vanguard Windsor Admiral on my plans "Watch List"
Old 02-02-2007, 04:55 AM   #1
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Vanguard Windsor Admiral on my plans "Watch List"

I'm trying to decide on a large cap value fund in my Fidelity 401(k), my choices are:

AIM Basic Value I (GTVVX), 0.72% Expense Ratio
Fidelity Equity-Income (FEQIX), 0.67% Expense Ratio
Vanguard Windsor Adm (VWNEX), 0.24% Expense Ratio

As you can see the Windsor Admiral fund is the lowest cost fund. However, this fund was on my plans "Watch List" as of 9/30/06 and continues to be on the list. "Investment options that begin to perform significantly below the median of their peer group average are placed on a Watch List".

I'm looking for opinions on this fund. Is this still a good fund to put new money into? What do you think of my other choices listed above? Thanks.
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Re: Vanguard Windsor Admiral on my plans "Watch List"
Old 02-02-2007, 05:28 AM   #2
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Re: Vanguard Windsor Admiral on my plans "Watch List"

If you chart them for the last 4 years, VWNEX is the clear winner. I guess all three of those funds are on the watch list?
http://moneycentral.msn.com/investor...X&Symbol=vwnex
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Re: Vanguard Windsor Admiral on my plans "Watch List"
Old 02-02-2007, 10:06 AM   #3
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Re: Vanguard Windsor Admiral on my plans "Watch List"

Nope, just Windsor! Thanks for the link, I'll check it out.
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Re: Vanguard Windsor Admiral on my plans "Watch List"
Old 02-02-2007, 02:58 PM   #4
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Re: Vanguard Windsor Admiral on my plans "Watch List"

Dude,

You can check out the trailing monthly and yearly returns at M*:

VWNEX

FEQIX

GTVVX

I'm suprised that FEQIX and GRVVX aren't on the "watch list" as VWNEX has outperformed both. I'd stick with VWNEX.

- Alec
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Re: Vanguard Windsor Admiral on my plans "Watch List"
Old 02-04-2007, 11:03 AM   #5
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Re: Vanguard Windsor Admiral on my plans "Watch List"

Thanks ats5G, it's looking like my 401(k) plan may not be looking out for my best interests! Gotta be careful!
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