Fund Analysis
A collection of 37 posts
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
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
Down, Not Out
"Reports of my death are greatly exaggerated.” Mark Twain didn’t quite say that, but I’m reminded of the misquote these days whenever I read articles declaring the death of the classic balanced portfolio—60% stocks and 40% bonds. There’s no sugar-coating it, 2022 has been a