Five candidates stand out from their counterparts.
These funds offer thoughtful investments in healthcare, not tactical plays.
Looking at performance since 2000 creates a better picture of which funds have delivered for investors.
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.
These Gold-rated funds have Morningstar Sustainability Ratings of High despite not explicitly trying to do so.
Quite a few good large-growth funds earn high Sustainability Ratings despite not being explicitly ESG-oriented.
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.
These strong funds score well on Morningstar’s new Sustainability Rating.
Retirement beckons, and this couple has some decisions to make.
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.