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Vanguard Windsor

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  1. Vanguard Windsor II Says Goodbye to Armstrong Shaw

    Vanguard deep-sixes the subadvisor, which had managed about 4% of Vanguard Windsor II's assets, and increases subadvisor Hotchkis & Wiley's sleeve of the fund.

  2. Rebalancing Moves You May Need to Make

    Investors who haven't checked in for a while may find their U.S. stock allocation is oversized compared with their overseas and bond holdings.

  3. Strong Value Funds With Dry Powder

    If the market stumbles, these funds are well positioned to go shopping.

  4. When Our Analyst Ratings Diverge From Fund Performance

    Below-average returns don't shake Morningstar analysts' confidence in some funds, while recent outperformance doesn't grant higher ratings to others.

  5. How to Relish the Now While Planning for Retirement

    A couple mulls lifestyle changes while also keeping an eye on a portfolio's future growth.

  6. Mutual Funds: When Is It Time to Sell?

    Some readers employ performance-based rules, while others focus on fund and portfolio fundamentals.

  7. Greener Pastures

    Dale Harvey left the burdens of managing $20 billion for CapitalĀ Group to form his own boutique inspired by Thomas Jefferson.

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