On Feb. 26, 2021, Cesar Orosco joined the management team of Vanguard Growth and Income in anticipation of the retirement of longest-tenured manager James Stetler in July 2021. Stetler has been a named manager since 2012. Following Stetler’s departure, Orosco and comanager Binbin Guo will oversee Vanguard Quantitative Equity Group’s one-third slice of the fund. This change does not impact the fund’s People rating of Above Average. Its two cheapest share classes retain their Morningstar Analyst Ratings of Silver, with the remaining class staying at Bronze.
Will VQNPX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable VQNPX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the VQNPX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of VQNPX’s parent organization’s priorities and whether they’re in line with investors’ interests.