Topic
Fund Analysis
A collection of 70 posts
The Factor Trap
Vanguard's factor ETFs promised market-beating returns. Eight years in, the results tell a different story.
| 6 min read
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.
| 2 min read
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.
| 10 min read
PRIMECAP’s Next Generation
Joel Fried’s retirement brings the firm’s generational handoff into focus—but PRIMECAP’s unusual structure may give it an edge.
| 3 min read
Should You Tilt Foreign Stocks Toward Growth or Value?
A new pair of international ETFs revives an old debate: growth, value—or neither?
| 8 min read
Under the Hood of Vanguard’s Four New Active Funds
Three new ETFs and one overhauled mutual fund. I revisit my first impressions and examine whether the portfolios match the promise.
| 14 min read