Mon, 21 Apr 2014
The tactical message continues to resonate through equity market rally.
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.
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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.
As rising rates and emerging markets lose momentum, fund investors are eyeing nontraditional fixed-income categories and European and Japanese equities.
Vanguard's CIO says the fund shop is looking forward to the substantial long-term cost savings and price stability once it transitions to the FTSE and CRSP indexes, beginning next year.
The views expressed do not necessarily represent the views of Acropolis Investment Management, LLC. or its members.
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