Fund Analysis
A collection of 39 posts
In Self-Demotion, Vanguard Picks Wellington Management
Vanguard fires itself from two multimanager funds.
Kilbride’s Worthy Heir
Assessing Peter Fisher's track record before he takes the reins at Dividend Growth from Don Kilbride.
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.