Fund Analysis
A collection of 61 posts
PRIMECAP Finds Its Edge … Again
A strong 2025 reminds investors why patience with PRIMECAP still pays.
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.
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.
Vanguard’s Emerging Markets ex-China ETF Is Finally Here
The fund giant expands its ETF lineup while sharpening its competitive edge.
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.
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.