Vanguard Windsor II still features seasoned investors making it a decent option, but it’s not a genuine value strategy anymore.
- NAV / 1-Day Return 42.40 / 0.24 %
- Total Assets 50.3 Bil
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Adj. Expense Ratio
- Expense Ratio 0.340%
- Distribution Fee Level Low
- Share Class Type No Load
- Category Large Value
- Investment Style Large Blend
- Min. Initial Investment 3,000
- Status Open
- TTM Yield 1.45%
- Turnover 18%
Morningstar’s Analysis VWNFX
Will VWNFX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings 177
- Bond Holdings 0
- Other Holdings 7
- % Assets in Top 10 Holdings 22.7