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.
Will VWNDX 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 VWNDX’s performance objective and investment process is for both security selection and portfolio construction.
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.
The Parent Pillar is our rating of VWNDX’s parent organization’s priorities and whether they’re in line with investors’ interests.