Topic

Stocks

A collection of 46 posts

IVA Research

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.

| 14 min read
IVA Research

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.

| 23 min read
IVA Research

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.

| 24 min read
Quick Take

PRIMECAP Odyssey and AI: Different Label, Same Exposure

MAILBAG | PRIMECAP Odyssey’s exposure to artificial intelligence.

| 6 min read
Quick Take

Vanguard Brings the Growth–Value Split Overseas

After more than 30 years in the U.S., Vanguard is finally launching low-cost growth and value index funds (ETFs) for developed foreign markets.

| 2 min read
IVA Research

PRIMECAP Finds Its Edge … Again

A strong 2025 reminds investors why patience with PRIMECAP still pays.

| 14 min read