The Vanguard Group announced on March 23, 2020 that it plans to merge the roughly $700 million fund Vanguard Capital Value VCVLX into its $17.6 billion large-value Morningstar Category sibling Vanguard Windsor VWNDX in mid-2020.
Will VWNDX 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 VWNDX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the VWNDX 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 VWNDX’s parent organization’s priorities and whether they’re in line with investors’ interests.