Vanguard Windsor II’s recent revamp leaves the fund with four subadvisors who have enough strengths to upgrade the Admiral shares’ Morningstar Analyst Rating to Bronze; the higher-priced Investor shares stay Neutral, though.
Vanguard Windsor™ II Inv VWNFX
NAV / 1-Day Return
35.22
/
0.90
%
Total Assets
44.6 Bil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
0.340%
Expense Ratio
0.340%
Fee Level
Low
Longest Manager Tenure
16.78
years
Category
US Fund Large Value
Investment Style
Large BlendMin. Initial Investment
3,000
Status
Open
TTM Yield
1.62%
Turnover
32%
Premium
Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
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.
Altered to the core.
