Home>Video>Are Some Flexible Funds Proving Academics Wrong?

Are Some Flexible Funds Proving Academics Wrong?

Tue, 29 Jul 2014

Tactical target-date funds are outperforming those that don't zig when the market zags.

  1. Related Videos
  2. Related Articles
  3. Comments
  1. Rising-Rate Concerns Push Investors to Noncore Assets

    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.

  2. Rising-Rate Concerns Push Investors to Noncore Assets

    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.

  3. The Importance of Total Return

    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.

  4. 2012 Tide Lifts Vanguard's Boats

    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.

  5. 2012 Tide Lifts Vanguard's Boats

    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.

  6. Vanguard's Leaders and Laggards

    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.

  7. Notable Performers, Reopenings, and Redemptions at Vanguard

    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.

  8. Will Tailwinds Keep Vanguard on Course?

    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.

blog comments powered by Disqus
Upcoming Events
Conferences
Webinars

©2014 Morningstar Advisor. All right reserved.