Topic

Fund Analysis

A collection of 41 posts

IVA Research

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.

| 25 min read
IVA Research

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.

| 13 min read
IVA Research

Praise For the Middle Ground

FUNDS FOCUS — MID-CAP GROWTH FUNDS | Searching for growth potential in an overlooked part of the market.

| 20 min read
IVA Research

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,

| 12 min read
IVA Research

Growth Stocks Being Marked Down

FUNDS FOCUS — LARGE GROWTH FUNDS

| 22 min read
Quick Take

Vanguard Shuffles the Deck … Again

When I reviewed MidCap Growth (VMGRX) at the start of the month, I said that “Vanguard continues to shuffle the managers at MidCap Growth in search of a winning hand.” Well, I had no idea that Vanguard was about to take a card out of the deck so quickly. Today

| 1 min read