Fund Analysis
A collection of 69 posts
Narrowing The Field: Decoding Vanguard’s Indexed Growth & Income Funds
FUNDS FOCUS — GROWTH AND INCOME INDEX FUNDS | Vanguard offers no shortage of index funds designed for generating both growth and income. I’ll give you my top picks as well as the ones you can safely ignore.
The AI Footprint in Your Vanguard Portfolio
MAILBAG | A comprehensive look at Vanguard funds tied to the AI narrative, as well as those that aren’t—and how the IVA Portfolios stack up.
PRIMECAP Finds Its Edge … Again
A strong 2025 reminds investors why patience with PRIMECAP still pays.
Cheap, Clean, and Unproven: A Closer Look at Vanguard’s First Active Stock ETFs
The new Wellington-run ETFs offer competitive (but not standout) pricing and tax-friendly wrappers—but the strategies still need to earn their keep.
When a Great Fund Stumbles: Stay the Course or Move on?
Every active fund faces moments of doubt from shareholders. For Dividend Growth, that moment is now. I weigh the fund’s legacy, leadership transition and the case for staying or moving on.
Vanguard’s Emerging Markets ex-China ETF Is Finally Here
The fund giant expands its ETF lineup while sharpening its competitive edge.