About VWNEX
Vanguard Windsor Fund Admiral Shares is an actively managed mutual fund designed for investors seeking long-term capital appreciation and income. The fund primarily invests in large- and mid-capitalization U.S. companies that are considered undervalued compared to their peers, focusing on stocks with low price ratios and strong dividend yields. Managed by multiple portfolio managers, it employs a diversified, multi-manager approach to balance risk and capitalize on different value investment styles. The fund's portfolio spans a range of sectors, including financial services, healthcare, consumer defensive, utilities, and technology, with notable holdings in companies such as Pfizer, Morgan Stanley, and Edison International. As an Admiral Shares offering, it features lower expense ratios and higher minimum investment requirements, catering to experienced and high-net-worth investors. Vanguard Windsor Fund Admiral Shares plays a significant role in the large-value mutual fund category, offering diversification and disciplined value investing to those looking for steady, long-term portfolio growth and income generation.
Fund Family Vanguard
Category Large Value
Stock Exchange NASDAQ
Ticker Symbol VWNEX
Share Class Admiral Shares
Index Russell 1000 Value TR
VWNEX had a total return of 8.74% in the past year, including dividends. Since the fund's
inception, the average annual return has been 8.21%.
