Fund Analysis
A collection of 23 posts
Location, Location, Location
I’m committed to owning a globally diversified portfolio. But does that require a foreign real estate fund?
Mapping the World
FUNDS FOCUS – GLOBAL STOCK FUNDS | Global funds are often overlooked by investors, but several of Vanguard’s funds deserve at least a passing glance.
Revved Up Real Estate
Real estate has delivered stock-like returns but with far greater risk than you’d think, given the fundamentals. What’s an investor to do?
Investing in Sectors Passively or Not
FUNDS FOCUS — ACTIVE SECTOR FUNDS | Can the Wellington-run sector funds outperform their index competitors?
Searching the Sectors
FUNDS FOCUS — SECTOR INDEX FUNDS and ETFs | Whether you’re a trader or an investor, Vanguard’s sector index funds can be useful tools. But the potential rewards often blind investors to the risks.
Keeping Your Balance
FUNDS FOCUS – BALANCED FUNDS | Vanguard’s product stable is full of solid, simple, low-cost, diversified balanced funds—there’s a lot to like. But as my top pick demonstrates, with a little effort, simple can be improved.