Most Vanguard funds delivered another solid year in 2013, but management changes and a shift out of its fund comfort zone are things to watch this year.
Gold-rated Vanguard Capital Opportunity is closing to new investors, apart from those enrolled in Vanguard Flagship Services or Vanguard Asset Management Services. Separately, MFS and Vanguard roll out low-vol funds, and American Century Appoints 2 Co-CIOs.
The $8.7 billion Vanguard Capital Opportunity Fund ( VHCOX ) is now open to individual investors for the first time since 2004 and its $25,000 annual contribution limit for individual investors has been removed.
Biotech rules and bonds disappoint for many Morningstar.com readers.
Laudus' large-cap growth fund rehires its former manager Lawrence Kemp, Artisan Value team founder and portfolio manager Scott Satterwhite gives his three years' notice, David Herro closes Oakmark International to new investors, and more.
Retirement beckons, and this couple has some decisions to make.
Investors remained focused on moats and income in April, while plummeting gold prices raised interest in gold-focused ETFs.
Fund run by the topnotch Primecap team is still closed to institutions and intermediaries.
Although value funds have led the pack during this year's equity bull run, a handful of growth-oriented portfolios have held their own.
We delve into first-half domestic-equity winners, fixed-income outflows, and what may be a brief reopening of a Gold-rated fund in the Vanguard lineup.