Morningstar's Dan Culloton sizes up the fund firm's top and bottom performers year-to-date, discusses CIO Gus Sauter's impending retirement, and more.
The Vanguard founder offers his thoughts on the need for money fund reform, the dilemmas with retirement planning and savings, the fiduciary duty of fund managers, and much more, in this video exclusive to Premium Members.
Although some Vanguard funds underperformed their peers during the market rally, the firm had more portfolios in the top quartile of their categories than in the bottom quartile.
Investors should keep tabs on a few key indicators as Vanguard switches the benchmarks for 22 of its index funds.
Greater scale brings greater efficiencies and lower costs, but growth also brings challenges, both operational and cultural, says Morningstar associate director of fund analysis Dan Culloton.
Vanguard principal and ETF strategist Joel Dickson responds to worries that increased passive investing has led to more market volatility and that ETFs cause investors to gamble with their portfolios.
The switch from MSCI to FTSE and CRSP indexes for 22 Vanguard funds is all about three things, says Vanguard principal Joel Dickson: cost, cost, cost.
See what we recommend for risk-averse ETF investors.
See what we recommend for risk-averse ETF investors with a 15- to 20-year time horizon.
This group of funds offers a balance of total return and stability.
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