Topic

Fund Analysis

A collection of 36 posts

IVA Research

Check Your Expectations

FUNDS FOCUS — LARGE-CAP GROWTH FUNDS | Evaluating Vanguard options for your portfolio’s growth engine.

| 24 min read
IVA Research

Overlooked Growth Potential

FUNDS FOCUS — MID-CAP GROWTH FUNDS | Searching for growth in an overlooked part of the market.

| 23 min read
Quick Take

The Doctor Is Out

Longtime Health Care manager Jean Hynes will step away from portfolio management duties at the end of the year. Her co-manager, Rebecca Sykes, will take over the active sector fund.

| 2 min read
IVA Research

Time To Get Aggressive?

FUNDS FOCUS —AGGRESSIVE GROWTH FUNDS | The stock market may be at an all-time high, but with small stocks lagging behind, now may be the time to add an aggressive fund to your portfolio. But which one to pick?

| 17 min read
Quick Take

Explorer Value Gets a New Explorer

Vanguard replaces Cardinal Capital with Wellington Management at Explorer Value.

| 2 min read
IVA Research

Complex Doesn’t Mean Better

FUNDS FOCUS — ALTERNATIVES | Explaining why you can pass on Vanguard’s two most complex funds—Market Neutral and Commodity Strategy.

| 13 min read