Morningstar

Vanguard Windsor™ Admiral™ VWNEX

Morningstar Medalist Rating
Medalist Rating as of | See Vanguard Investment Hub
  • NAV / 1-Day Return 79.46  /  −0.18 %
  • Total Assets 25.2 Bil
  • Adj. Expense Ratio
    0.320%
  • Expense Ratio 0.320%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Large Value
  • Investment Style Mid Value
  • Min. Initial Investment 50,000
  • Status Open
  • TTM Yield 1.99%
  • Turnover 42%

USD | NAV as of Oct 02, 2024 | 1-Day Return as of Oct 02, 2024, 10:28 PM GMT+0

Morningstar’s Analysis VWNEX

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

  • People Pillar

    The People Pillar is our evaluation of the VWNEX 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 VWNEX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Its 65th year was another great one.

Senior Analyst Todd Trubey

Todd Trubey

Senior Analyst

Summary

A pair of solid subadvisors using savvy approaches keeps delivering the goods at Vanguard Windsor, earning Above Average People and Process ratings.

by Todd Trubey
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings VWNEX

More VWNEX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 15.9
Top 10 Holdings
% Portfolio Weight
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