Stocks
A collection of 48 posts
PRIMECAP’s Next Generation
Joel Fried’s retirement brings the firm’s generational handoff into focus—but PRIMECAP’s unusual structure may give it an edge.
Should You Tilt Foreign Stocks Toward Growth or Value?
A new pair of international ETFs revives an old debate: growth, value—or neither?
Under the Hood of Vanguard’s Four New Active Funds
Three new ETFs and one overhauled mutual fund. I revisit my first impressions and examine whether the portfolios match the promise.
Why Vanguard’s Active Growth & Income Funds Fall Short
FUNDS FOCUS — ACTIVE GROWTH AND INCOME FUNDS | Index funds set a high bar, particularly for core holdings—and none of Vanguard’s actively managed Growth & Income funds clear it.
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.
PRIMECAP Odyssey and AI: Different Label, Same Exposure
MAILBAG | PRIMECAP Odyssey’s exposure to artificial intelligence.