Topic

Fund Analysis

A collection of 39 posts

IVA Research

Time To Get Aggressive?

FUNDS FOCUS —AGGRESSIVE GROWTH FUNDS | The stock market may be at an all-time high, but with small stocks lagging behind, now may be the time to add an aggressive fund to your portfolio. But which one to pick?

| 17 min read
Quick Take

Explorer Value Gets a New Explorer

Vanguard replaces Cardinal Capital with Wellington Management at Explorer Value.

| 2 min read
IVA Research

Complex Doesn’t Mean Better

FUNDS FOCUS — ALTERNATIVES | Explaining why you can pass on Vanguard’s two most complex funds—Market Neutral and Commodity Strategy.

| 13 min read
IVA Research

Core Strength

FUNDS FOCUS — GROWTH AND INCOME FUNDS | Evaluating Vanguard’s options for the core of your portfolio.

| 31 min read
IVA Research

What Have You Done for Me Lately?

Should we give the PRIMECAP Management team more time?

| 13 min read
IVA Research

Restarting the Cycle

A reboot has served Global Capital Cycles well, but that doesn’t make it a winner.

| 6 min read