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.
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.
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.
Retirement-plan investing patterns have moved closer to what experts say are ideal asset allocations, but pre-retirees remain more inactive than they should be, says Vanguard's John Ameriks.
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.
As yields rose, both taxable- and municipal-bond funds saw record monthly redemptions in absolute terms in June.
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.
See what we recommend for risk-tolerant ETF investors with 20-plus-year time horizons.
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