Fund Analysis
A collection of 75 posts
Why PRIMECAP Looks Like a Momentum Fund (But Isn't)
How one stock PRIMECAP bought in 1998 turned into the fund's biggest position—and its biggest headache.
Not All Growth Is Created Equal
FUNDS FOCUS — LARGE-CAP GROWTH FUNDS | In a market where growth has dominated for two decades, picking the right growth fund today is more important than ever. My take on every option in Vanguard's lineup.
PRIMECAP Still Won—But Taxes Took Their Cut
MAILBAG | Two decades of after-tax returns, and what the Discovery ETF could change for taxable investors.
Mid-Caps, Mixed Results
FUNDS FOCUS — MID-CAP GROWTH FUNDS | Mid-cap stocks have quietly outperformed over time. So why doesn’t Vanguard have a standout active fund?
Aggressive Investing Made Simple
FUNDS FOCUS—AGGRESSIVE GROWTH FUNDS | Small stocks still have a place in long-term portfolios—but investors don’t need complicated funds to own them.
The Factor Trap
Vanguard's factor ETFs promised market-beating returns. Eight years in, the results tell a different story.