Topic

Fund Analysis

A collection of 49 posts

IVA Research

Balanced, Not Bland

FUNDS FOCUS – BALANCED FUNDS | Vanguard’s balanced funds are solid, low-cost and straightforward—but they’re not all on the same level. Here’s how to separate the best from the rest.

| 22 min read
IVA Research

Simple is Smart—But Is It Enough?

FUNDS FOCUS – BALANCED FUNDS | Vanguard’s balanced funds are a great place to begin your investment journey—I’ll help you use them better.

| 16 min read
Quick Take

Lazard Out, Altrinsic In — Will It Move the Needle at International Value?

Vanguard fires Lazard from International Value.

| 2 min read
IVA Research

Life-Cycle Funds: Simple, Not One-Size-Fits-All

FUNDS FOCUS – Life-Cycle | Investing doesn’t need to be complicated, but one size doesn’t fit all.

| 18 min read
Quick Take

Vanguard Reshuffles International Explorer—Again

Vanguard fires Baille Gifford from International Explorer.

| 3 min read
IVA Research

A Guide to Vanguard’s Muni Bond Funds

FUNDS FOCUS — TAX-FREE BOND FUNDS | Evaluating Vanguard’s bond options for tax-sensitive investors.

| 33 min read