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Morningstar

Vanguard Windsor™ II Inv VWNFX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 39.78  /  1.40 %
  • Total Assets 49.9 Bil
  • Adj. Expense Ratio
    0.340%
  • 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 1.52%
  • Turnover 18%

USD | NAV as of Jan 31, 2023 | 1-Day Return as of Jan 31, 2023, 11:21 PM GMT+00:00

Morningstar’s Analysis VWNFX

Will VWNFX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Process Pillar

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

People Pillar

The People Pillar is our evaluation of the VWNFX 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 VWNFX’s parent organization’s priorities and whether they’re in line with investors’ interests.

This fund remains a worthy investment, but its style has clearly shifted.

Senior Analyst

Summary

| by Todd Trubey

Despite a change to its value tilt, Vanguard Windsor II’s reasonable mix of experienced subadvisors drives a Morningstar Analyst Rating of Bronze for all share classes.

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