Fund Analysis
A collection of 59 posts
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.
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.
The Index Investor’s Guide to Vanguard’s International Funds
FUNDS FOCUS — INTERNATIONAL STOCK INDEX FUNDS | A closer look at Vanguard’s international index funds — and which ones deserve a spot in your portfolio.