Vanguard Windsor II’s four subadvisors have enough strengths to earn its Admiral shares a Morningstar Analyst Rating of Bronze while its pricier Investor shares are Neutral.
Will VWNAX 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 VWNAX’s performance objective and investment process is for both security selection and portfolio construction.
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.
The Parent Pillar is our rating of VWNAX’s parent organization’s priorities and whether they’re in line with investors’ interests.