Fund Analysis
A collection of 37 posts
Tax-Free Income for All
FUNDS FOCUS — TAX-FREE BOND FUNDS | It’s been said that only death and taxes are certain. No investor can cheat death, but there are (legal) ways to avoid paying income taxes—and one is by owning municipal bonds. Fortunately for us, Vanguard’s municipal bond funds are among the best around.
Bonds Beyond the Index
FUNDS FOCUS — SPECIALTY BOND FUNDS | You can earn more income by venturing beyond the “total bond market.” But with higher yields come greater risks—tread carefully and focus primarily on Vanguard’s junk and emerging markets bond funds.
Balancing Your Portfolio
FUNDS FOCUS — CORE TAXABLE BOND FUNFDS | Vanguard’s bond managers don’t get the recognition they deserve. And though Treasury bonds are looking better than they have in a long time, Vanguard’s actively managed corporate-heavy bond funds remain my top picks for the core of your balanced portfolio.
Slow Start, A Glimmer of Potential
FUNDS FOCUS — FACTOR ETFs | None of Vanguard's factor ETFs have outperformed the market. But one has caught my eye.
Praise For the Middle Ground
FUNDS FOCUS — MID-CAP GROWTH FUNDS | Searching for growth potential in an overlooked part of the market.
How Much Risk?
Vanguard’s newest bond fund, which opened for investment on Thursday, January 26th, isn’t as new as you think. A little over a year ago, Vanguard launched two active bond funds. Vanguard gave Core-Plus Bond (VCPIX) just two weeks to gather assets before building its portfolio while the other,