Advertisement
Skip to Content
Morningstar

Vanguard Windsor Investor Shares VWNDX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 21.80  /  1.40 %
  • Total Assets 22.1 Bil
  • Adj. Expense Ratio
    0.380%
  • Expense Ratio 0.300%
  • Distribution Fee Level Low
  • Share Class Type No Load
  • Category Large Value
  • Investment Style Large Value
  • Min. Initial Investment 3,000
  • Status Open
  • TTM Yield 1.50%
  • Turnover 43%

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

Morningstar’s 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

| by Alec Lucas

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