Topic

Fund Analysis

A collection of 46 posts

IVA Research

Life-Cycle Funds: Simple, Not One-Size-Fits-All

FUNDS FOCUS – Life-Cycle | Investing doesn’t need to be complicated, but one size doesn’t fit all.

| 18 min read
Quick Take

Vanguard Reshuffles International Explorer—Again

Vanguard fires Baille Gifford from International Explorer.

| 3 min read
IVA Research

A Guide to Vanguard’s Muni Bond Funds

FUNDS FOCUS — TAX-FREE BOND FUNDS | Evaluating Vanguard’s bond options for tax-sensitive investors.

| 33 min read
IVA Research

Bonds Beyond the Benchmark: Navigating Vanguard’s Specialty Bond Funds

FUNDS FOCUS – SPECIALITY BOND FUNDS | You can earn more income by venturing beyond the “total bond market.” But with higher yields come greater risks, so choose carefully.

| 32 min read
IVA Research

Finding Balance with Core Bonds

FUNDS FOCUS – CORE TAXABLE BOND FUNDS | Evaluating Vanguard options for the core of your bond portfolio.

| 28 min read
IVA Research

“Cough!” Health Care’s Changing Guard

Assessing Jean Hynes’ tenure managing Health Care.

| 2 min read