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.
As rising rates and emerging markets lose momentum, fund investors are eyeing nontraditional fixed-income categories and European and Japanese equities.
The views expressed do not necessarily represent the views of Acropolis Investment Management, LLC. or its members.
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