Topic

Fund Analysis

A collection of 37 posts

IVA Research

Searching the Sectors

FUNDS FOCUS — SECTOR INDEX FUNDS and ETFs | Whether you’re a trader or an investor, Vanguard’s sector index funds can be useful tools. But the potential rewards often blind investors to the risks.

| 22 min read
IVA Research

Keeping Your Balance

FUNDS FOCUS – BALANCED FUNDS | Vanguard’s product stable is full of solid, simple, low-cost, diversified balanced funds—there’s a lot to like. But as my top pick demonstrates, with a little effort, simple can be improved.

| 24 min read
IVA Research

A Better 50-50 Portfolio

How to balance your portfolio using Wellington and Wellesley Income.

| 2 min read
IVA Research

One Size Doesn’t Fit All

FUNDS FOCUS – Life-Cycle | There’s a lot to like about Vanguard’s allocations, and I’ve always said that investing doesn’t need to be complicated, but investing isn’t one size fits all, either.

| 23 min read
Quick Take

In Self-Demotion, Vanguard Picks Wellington Management

Vanguard fires itself from two multimanager funds.

| 3 min read
IVA Research

Kilbride’s Worthy Heir

Assessing Peter Fisher's track record before he takes the reins at Dividend Growth from Don Kilbride.

| 8 min read