Jeff DeMaso
540 posts
Expenses At Stasis
The first batch of annual reports for a slew of Vanguard funds is out and, well, if you were hoping to see expenses falling, think again. The August fiscal year numbers are in. And out of 98 different share classes, just three saw expenses fall, while eight saw expenses rise.
RIABiz | Vanguard Dishes Out Big Tax Bill
RIBiz's Oisin Breen picked up my story on Vanguard funds that are poised to pay out capital gains in December despite showing big losses this year. (Thanks!) He added some nice context around flows into ETFs and out of mutual funds too. Oisin also discussed Vanguard's
More ESG With An Emphasis On The E
Fed hikes rates | Vanguard launches Global Environmental Opportunities
Adding Insult to Injury
Note: This article contains distribution data for calendar year 2022. In a broad bear market, a handful of Vanguard funds are set to hand shareholders a big tax bill in December—talk about adding insult to injury. On the surface that doesn’t make a lot of sense. If stock
One Month Doesn't Make a Rally
NOVEMBER 2022 | Stocks bounce back from a bad September, but bonds continue to struggle. Plus, an article roundup and the IVA Factor Tracker.
You may trust, but we will verify
Give Vanguard credit for trying to educate investors about bear markets, staying the course and what I like to call “time in the markets, not market timing.” But come on, at least get your charts to agree with your data. Vanguard posted an article on its investor website, “Keeping performance