Topic

Fund Analysis

A collection of 60 posts

IVA Research

Cheap, Clean, and Unproven: A Closer Look at Vanguard’s First Active Stock ETFs

The new Wellington-run ETFs offer competitive (but not standout) pricing and tax-friendly wrappers—but the strategies still need to earn their keep.

| 11 min read
IVA Research

When a Great Fund Stumbles: Stay the Course or Move on?

Every active fund faces moments of doubt from shareholders. For Dividend Growth, that moment is now. I weigh the fund’s legacy, leadership transition and the case for staying or moving on.

| 24 min read
Quick Take

Vanguard’s Emerging Markets ex-China ETF Is Finally Here

The fund giant expands its ETF lineup while sharpening its competitive edge.

| 2 min read
IVA Research

Global Capital Cycles: A Better Fund, But Still No Gem

A reboot turned Vanguard’s worst performer into a credible global stock fund. But beneath the polish, it’s still tethered to metals and mining.

| 7 min read
Quick Take

From Closet Indexer to Active Aggressor?

After decades of musical chairs, Vanguard bets on a single manager—Tremblant Capital—to give MidCap Growth a new identity.

| 2 min read
IVA Research

The Active Investor’s Guide to Vanguard’s International Funds

Funds Focus — ACTIVE INTERNATIONAL STOCK FUNDS | Your roadmap to finding the best international funds in Vanguard’s lineup.

| 19 min read