Topic

Fund Analysis

A collection of 69 posts

Quick Take

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
IVA Research

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
Quick Take

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
IVA Research

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
IVA Research

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
IVA Research

Why Vanguard’s Active Growth & Income Funds Fall Short

FUNDS FOCUS — ACTIVE GROWTH AND INCOME FUNDS | Index funds set a high bar, particularly for core holdings—and none of Vanguard’s actively managed Growth & Income funds clear it.

| 23 min read