Topic

Fund Analysis

A collection of 39 posts

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
IVA Research

Dividends Deserve Patience

Do dividend growers still deserve a place in our Portfolios?

| 9 min read
IVA Research

Check Your Expectations

FUNDS FOCUS — LARGE-CAP GROWTH FUNDS | Evaluating Vanguard options for your portfolio’s growth engine.

| 24 min read
IVA Research

Overlooked Growth Potential

FUNDS FOCUS — MID-CAP GROWTH FUNDS | Searching for growth in an overlooked part of the market.

| 23 min read
Quick Take

The Doctor Is Out

Longtime Health Care manager Jean Hynes will step away from portfolio management duties at the end of the year. Her co-manager, Rebecca Sykes, will take over the active sector fund.

| 2 min read