Topic

Fund Analysis

A collection of 43 posts

IVA Research

Bonds Beyond the Benchmark: Navigating Vanguard’s Specialty Bond Funds

FUNDS FOCUS – SPECIALITY BOND FUNDS | You can earn more income by venturing beyond the “total bond market.” But with higher yields come greater risks, so choose carefully.

| 32 min read
IVA Research

Finding Balance with Core Bonds

FUNDS FOCUS – CORE TAXABLE BOND FUNDS | Evaluating Vanguard options for the core of your bond portfolio.

| 28 min read
IVA Research

“Cough!” Health Care’s Changing Guard

Assessing Jean Hynes’ tenure managing Health Care.

| 2 min read
Quick Take

Vanguard Plans Another Active Bond ETF

Vanguard plans to launch another actively managed bond ETF—Short Duration Bond ETF.

| 2 min read
Quick Take

Vanguard’s STAR Gets a New Look

Portfolio changes coming to STAR.

| 2 min read
IVA Research

PRIMECAP at 40: Has This Outperformer Lost Its Edge?

Celebrating 40 years at PRIMECAP while asking if it’s still a buy.

| 12 min read