IVA Research
A collection of 171 posts
Balancing Trade-Offs | Bonds 101
Investors typically think of bonds as the safe, sleepy part of their portfolio. And, for the most part, they’re exactly right—bonds can be pretty boring. Though that wasn’t the case in 2022. After enduring the worst calendar year in bonds in decades, well, no one is calling
Slow Start, A Glimmer of Potential
FUNDS FOCUS — FACTOR ETFs | None of Vanguard's factor ETFs have outperformed the market. But one has caught my eye.
Praise For the Middle Ground
FUNDS FOCUS — MID-CAP GROWTH FUNDS | Searching for growth potential in an overlooked part of the market.
How Much Risk?
Vanguard’s newest bond fund, which opened for investment on Thursday, January 26th, isn’t as new as you think. A little over a year ago, Vanguard launched two active bond funds. Vanguard gave Core-Plus Bond (VCPIX) just two weeks to gather assets before building its portfolio while the other,
Big Index Fund Fails?
The Morningstar headline grabbed me. “Why Are These Big Index Funds Underperforming?” By definition index funds, if they’re doing their jobs properly, don’t outperform or underperform. They simply match their benchmarks less a bit for their expenses. Generally, when talking about outperformance or underperformance it’s active funds