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.
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.
If the market stumbles, these funds are well positioned to go shopping.
Below-average returns don't shake Morningstar analysts' confidence in some funds, while recent outperformance doesn't grant higher ratings to others.
A couple mulls lifestyle changes while also keeping an eye on a portfolio's future growth.
Some readers employ performance-based rules, while others focus on fund and portfolio fundamentals.
Dale Harvey left the burdens of managing $20 billion for Capital Group to form his own boutique inspired by Thomas Jefferson.