VWNAX – Fund Analysis – Vanguard Windsor™ II Admiral™ | Morningstar

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Will VWNAX outperform in future?

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Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable VWNAX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar

The People Pillar is our evaluation of the VWNAX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar

The Parent Pillar is our rating of VWNAX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Still a decent choice, but not what it used to be.

Senior Analyst Todd Trubey

Todd Trubey

Senior Analyst

Summary

Vanguard Windsor II still features seasoned investors making it a decent option, but it’s not a genuine value strategy anymore.

by Todd Trubey

Rated on Dec 5, 2023 Published on Dec 5, 2023

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