… basically a supplement to retirement income. Vanguard Target R-tire 2045 VTIVX (12.41%) (ER .19) Vanguard Global Equity Inv VHGEX (11.03%) (ER .54) Oakmark Equity & Income I OAKBX (76.57%) (ER .77) After realizing we should …
… Fund Investor Shares Vanguard Capital Opportunity Fund Investor Shares Vanguard International Explorer Fund Vanguard Global Equity Fund Vanguard Mid-Cap Growth Fund Vanguard Emerging Markets Stock Index Fund Investor Shares Vanguard Selected …
… whereas the Marathon squad takes a contrarian all-cap approach that emphasizes industry and company analysis. Vanguard Global Equity is one of those funds where the longer-term performance is less important than the shorter-term performance …
… volatile as FDIVX that I own, but may need to sell, as well as VHGEX that is not performing. I am looking at OAKIX, VWO, UMBWX ..... Brokerage Account - VMMXX Cash 14% (needs to be invested) 403b7 VHGEX Global Equity 5.5% VIMSX Mid-Cap Index 3% VISGX Small …
… the fund's high volatility means that investors may be in for a bumpy ride despite the fund's record. Vanguard Global Equity VHGEX This world-stock offering boasts a compelling price tag of just 0.44%--among the lowest in its category …
… that the Z share class of this fund which made it through our screen is no longer open to new investors.) Vanguard Global Equity VHGEX Expense Ratio: 0.44% | Load: None This fund's four managers keep a portfolio of close to 800 names …
… commercial properties) TIAA Traditional, Guaranteed account 13.5% (better than cash, min 3% guaranteed) Vanguard 403b7 VHGEX Global Equity 5.5% VIMSX Mid-Cap Index 3% VISGX Small Cap Growth 4% NAESX Small Cap Index 2.2% VIVAX Value Index 2 …
as expressed in percent relative to the performance of Vanguard Global Equity ( VHGEX ) -- which is the best proxy for a global equity index IMO -- and ranked by lowest downside capture: World Allocation Funds …
… 0.5 MDISX: 57/41 NWGRX: 106/46 WGRNX: 98/68 OAKWX: 108/73 TBHDX: 83/85 CWGIX: 94/95 MGLBX: 114/105 VHGEX : 106/105 THOIX: 125/109 OAKGX: 115/110 DODWX: 133/122 HERE is my previous list of upside/downside capture ratios …
… 1.42 3.47 --- 1.30 VFWIX Vanguard FTSE All-Wo 1.99 -0.58 0.53 -0.29 9.95 -6.06 --- --- 2.08 VHGEX Vanguard Global Equi 2.36 1.97 0.50 0.06 6.81 -9.17 0.74 5.13 0.35 VPCCX Vanguard PRIMECAP Co 0.83 -0 …