Skip to Content
Morningstar

Vanguard Windsor Investor Shares VWNDX

Morningstar Analyst Rating
Analyst rating as of
NAV / 1-Day Return
23.83  /  0.25 %
Total Assets
22.1 Bil
Adj. Expense Ratio
0.300%
Expense Ratio
0.300%
Fee Level
Low
Longest Manager Tenure
10.32 years
Category
Large Value
Investment Style
Large Value
Min. Initial Investment
3,000
Status
Open
TTM Yield
1.31%
Turnover
33%

USD | NAV as of Nov 25, 2022 | 1-Day Return as of Nov 25, 2022, 10:57 PM GMT+00:00

Morningstar’s Fund Analysis VWNDX

Will VWNDX 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 VWNDX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

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.

Parent Pillar

The Parent Pillar is our rating of VWNDX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Process strengths have proved themselves here.

Director

Summary

|

Greater confidence in the process strengths of Vanguard Windsor’s subadvisor pairing increases the Morningstar Analyst Rating of its Investor shares to Silver from Bronze; its Admiral shares remain at Silver.

Unlock our full analysis with Morningstar Investor