Fund Analysis

A collection of 30 posts

IVA Research

Core Strength

FUNDS FOCUS — GROWTH AND INCOME FUNDS | Evaluating Vanguard’s options for the core of your portfolio.

| 31 min read
IVA Research

What Have You Done for Me Lately?

Should we give the PRIMECAP Management team more time?

| 13 min read
IVA Research

Restarting the Cycle

A reboot has served Global Capital Cycles well, but that doesn’t make it a winner.

| 6 min read
IVA Research

Solid Returns, Little Attention

Global Credit Bond: An index-beating active fund that investors have ignored.

| 3 min read
IVA Research

Dividend Growth Goes Global

The new International Dividend Growth fund is a solid option for your foreign exposure, but I’m not buying it just yet.

| 13 min read
IVA Research

Traveling Abroad on a Shoestring

FUNDS FOCUS — INTERNATIONAL STOCK INDEX FUNDS | The index investor’s travel guide to Vanguard’s foreign stock funds.

| 16 min read