Fund Analysis
A collection of 73 posts
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.
Vanguard’s Newest ETFs Ask a Familiar Question: Growth or Value?
Two new ETFs make it easier to tilt your international portfolio—but history shows that picking the winning style is harder than it sounds.
Two Alternatives, One Problem
FUNDS FOCUS — ALTERNATIVES | A closer look at Market Neutral and Commodity Strategy—and why neither builds wealth the way stocks do.