Topic

Fund Analysis

A collection of 41 posts

IVA Research

“Cough!” Health Care’s Changing Guard

Assessing Jean Hynes’ tenure managing Health Care.

| 2 min read
Quick Take

IVA 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
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