When I first profiled the Vanguard Global Wellington Fund (VGWLX) right when it launched back in November, a lot of the analysis was based on what the fund might look like. We knew that it […]
The Vanguard Wellesley Income Fund (VWINX) has amassed more than $54 billion in assets thanks to a 47-year history of delivering superior returns despite maintaining a conservative allocation of ⅓ stocks and ⅔ bonds. Since […]
It’s not often that the investing world gets excited about the launch of a new mutual fund, but the Vanguard Global Wellington Fund (VGWLX) is no ordinary fund. Back in July, Vanguard piqued the interest […]
For all of Vanguard’s success with ultra-low cost index funds, it’s easy for folks to forget that it has a handful of pretty successful funds outside this realm as well. The $20 billion Vanguard STAR Fund […]
With so much attention focused on the billions and billions of dollars flowing into passively managed index ETFs, you might be surprised to find that actively managed mutual funds still exist! But they do, although […]
I wouldn’t blame you if you decided to turn your back on actively managed funds altogether. After all, study after study has shown that 80% or more of actively managed funds have failed to beat […]
The emergence of the target date fund has been one of the best developments for retirement savers. Whereas many workers were once paralyzed by the thought of building a well-balanced retirement portfolio on their own, […]
Vanguard earned mostly praise recently for its decision to close the Dividend Growth Fund (MUTF:VDIGX) at the end of July. The reason given is the one that investment companies often give when closing a fund. […]
The Dodge & Cox Stock Fund (MUTF:DODGX) has long been a mainstay on several “top mutual fund” lists. It has spent several years on Money Magazine’s Money 50 Funds lists and also appears on Morningstar’s […]
Since they peaked in February of this year, high yield bond spreads have come back down to earth returning some normalcy to the junk bond market. But significant risks in the high yield space still […]
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