Greater insight into Vanguard Windsor II’s subadvisor leadership and each team’s expertise increase the Investor shares’ Morningstar Analyst Rating to Bronze from Neutral while its Admiral shares stay at Bronze.
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.