Windsor II
For donors with a long-term granting horizon, Windsor II seeks an actively managed, multimanager investment in U.S. mid- and large-cap value companies.
Expense Ratio
Last updated 09/30/2025
0.23%
Risk/granting time horizon
Returns
Last updated 09/30/2025
Qtr
7.09%
1 Yr
12.22%
5 Yrs
—
10 Yrs
—
Underlying funds
Benchmark
Russell 1000 Value Index
Management
Active funds focus on outperforming the market compared to a specific benchmark through a portfolio manager’s selections. Passive funds seek to mimic benchmarks by tracking an index
active
Goal
Seeks long-term capital appreciation and income by investing in a broadly diversified portfolio of mid- and large-cap value stocks.
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