Vanguard Wellesley Income's strong leadership, effective process, and low fees support the fund's Gold rating.
Research shows that low costs are the best predictor of success, and that applies to active funds, too, says Russ Kinnel.
A few good screens can whittle the whole fund universe to fewer than 50 funds.
Fidelity Four-in-One Index, Dodge & Cox Balanced, and Vanguard Wellesley Income offer a range of equity allocations for all types of investors.
We revisit our original bucket portfolio, check up on performance, and make a few tweaks.
How would our aggressive bucket portfolio have fared before, during, and after the bear market?
Fund managers say dividend-paying stocks became a "crowded trade" in 2011, but they still have long-term appeal.
This aggressively positioned portfolio illustrates how this increasingly popular strategy works.
We've improved in four of five broad asset classes since 2007.
So many tax-inefficient funds, so little space.