Topic

Fund Analysis

A collection of 82 posts

Quick Take

The Doctor Is Out

Longtime Health Care manager Jean Hynes will step away from portfolio management duties at the end of the year. Her co-manager, Rebecca Sykes, will take over the active sector fund.

| 2 min read
IVA Research

Time To Get Aggressive?

FUNDS FOCUS —AGGRESSIVE GROWTH FUNDS | The stock market may be at an all-time high, but with small stocks lagging behind, now may be the time to add an aggressive fund to your portfolio. But which one to pick?

| 17 min read
Quick Take

Explorer Value Gets a New Explorer

Vanguard replaces Cardinal Capital with Wellington Management at Explorer Value.

| 2 min read
IVA Research

Complex Doesn’t Mean Better

FUNDS FOCUS — ALTERNATIVES | Explaining why you can pass on Vanguard’s two most complex funds—Market Neutral and Commodity Strategy.

| 13 min read
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