Topic

Fund Analysis

A collection of 53 posts

IVA Research

Global Funds: Plenty of Options, Few Standouts

FUNDS FOCUS – GLOBAL STOCK FUNDS | Global stock funds promise the world—but at Vanguard, only a few are worth your trust.

| 19 min read
IVA Research

Vanguard’s Sector Showdown: Active Loses Favor

Why I prefer Vanguard’s sector index funds over the actively managed, Wellington-run sector funds.

| 8 min read
IVA Research

Can You Predict Sector Winners?

Timing sectors sounds smart—until you try it.

| 8 min read
IVA Research

Should You Buy and Hold a Sector Fund?

FUNDS FOCUS — SECTOR INDEX FUNDS (& ETFs) | A long-term investor’s look at tech, staples, health care and how the sector funds stack up over time.

| 18 min read
IVA Research

Balanced, Not Bland

FUNDS FOCUS – BALANCED FUNDS | Vanguard’s balanced funds are solid, low-cost and straightforward—but they’re not all on the same level. Here’s how to separate the best from the rest.

| 22 min read
IVA Research

Simple is Smart—But Is It Enough?

FUNDS FOCUS – BALANCED FUNDS | Vanguard’s balanced funds are a great place to begin your investment journey—I’ll help you use them better.

| 16 min read