Thu, 16 Apr 2015
These closed-end funds were unstoppable in early 2015; plus, did the first IPO of 2015 usher in a new era for CEF shareholders?
May flows data show investors are putting money to work in nontraditional fixed-income holdings, as well as emerging-markets equities, for perceived better returns.
As rates remain low, many investors overlook the risks of higher-yielding fixed-income assets; instead, they should maintain low-cost, well-diversified portfolios, says Vanguard's Fran Kinniry.
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.
We delve into first-half domestic-equity winners, fixed-income outflows, and what may be a brief reopening of a Gold-rated fund in the Vanguard lineup.
Most Vanguard funds delivered another solid year in 2013, but management changes and a shift out of its fund comfort zone are things to watch this year.
Moving in the right direction.
Vanguard today reports that expense ratios have dropped for several of its mutual funds and the Dividend Appreciation ETF.
While a majority of our top fund managers are outperforming this year, three of them truly stand out from the rest given their ability to outperform the market over all time periods.
This investor is looking to better-position an inherited IRA for RMDs--and future growth.
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