Fund Analysis
A collection of 72 posts
Mid-Caps, Mixed Results
FUNDS FOCUS — MID-CAP GROWTH FUNDS | Mid-cap stocks have quietly outperformed over time. So why doesn’t Vanguard have a standout active fund?
Aggressive Investing Made Simple
FUNDS FOCUS—AGGRESSIVE GROWTH FUNDS | Small stocks still have a place in long-term portfolios—but investors don’t need complicated funds to own them.
The Factor Trap
Vanguard's factor ETFs promised market-beating returns. Eight years in, the results tell a different story.
Vanguard’s Newest ETFs Ask a Familiar Question: Growth or Value?
Two new ETFs make it easier to tilt your international portfolio—but history shows that picking the winning style is harder than it sounds.
Two Alternatives, One Problem
FUNDS FOCUS — ALTERNATIVES | A closer look at Market Neutral and Commodity Strategy—and why neither builds wealth the way stocks do.
PRIMECAP’s Next Generation
Joel Fried’s retirement brings the firm’s generational handoff into focus—but PRIMECAP’s unusual structure may give it an edge.