Wed, 19 Nov 2014
Third Quarter Hiccup
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.
Although investors may remain broadly skeptical of equity markets, asset flow data suggest they could be taking more risk than expected in other asset classes.
Investors should keep tabs on a few key indicators as Vanguard switches the benchmarks for 22 of its index funds.
It was tough for active managers to outpace Vanguard's low-cost index funds in 2014, and many of its active funds also outperformed.
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The Vanguard founder touches on why fund investors need to closely monitor expense ratios, portfolio turnover, and manager independence, among other things.
The fund giant saw an executive-management shuffle, ultra-short- bond fund launch, new lower-touch advisory service, and continued inflow domination.
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