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IVA Research

A collection of 178 posts

IVA Research

Meet Your Peers

The investors behind those trillions: How the average Vanguard investor stacks up.

| 7 min read
IVA Research

Vanguard’s Sector Showdown: Active Loses Favor

Why I prefer Vanguard’s sector index funds over the actively managed, Wellington-run sector funds.

| 8 min read
IVA Research

Can You Predict Sector Winners?

Timing sectors sounds smart—until you try it.

| 8 min read
IVA Research

Should You Buy and Hold a Sector Fund?

FUNDS FOCUS — SECTOR INDEX FUNDS (& ETFs) | A long-term investor’s look at tech, staples, health care and how the sector funds stack up over time.

| 18 min read
IVA Research

Vanguard’s Partnership Plan: Big Profits, Little Transparency

Vanguard’s executives cash in while keeping fund shareholders in the dark. Here’s what you need to know about the firm’s profit-sharing plan.

| 5 min read
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