Topic

Fund Analysis

A collection of 39 posts

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
IVA Research

Di-Worse-ified Equity

Is anything as painful as a bad mutual fund that compounds its mediocrity by paying out large capital gains distributions? Vanguard released its final estimates for the capital gains it expects its funds to pay this month, and one of the biggest is coming from one of Vanguard’s worst

| 2 min read
IVA Research

When Size Is the Enemy

FUNDS FOCUS — AGGRESSIVE GROWTH FUNDS

| 17 min read