Fund Research and Analysis

by Janet Yang, CFA
Vanguard Target Retirement series is augmenting its global reach. In February 2015, the firm announced that it would start altering this series' sub-asset-class exposure, increasing its international-stock stake to 40% from 30% of the series' stock   Read more 

Process Pillar:Positive

The series' Positive Process rating stems from its pragmatic approach to its glide path, focusing on low-cost exposure to multiple asset classes. The series uses market-cap-weighted benchmarks for its   Read more 

Performance Pillar:Positive

This series continues to earn its Positive Performance rating. Over the past year through March 2015, all of the funds in the series outperformed their respective peer norm, ranking within or near their   Read more 

People Pillar:Positive

In early 2013, Vanguard made changes to the management team running these funds. The day-to-day portfolio trading and oversight is now under the purview of Michael Buek, William Coleman, and Walter Nejman. The industry veterans involved with this series   Read more 

Price Pillar:Positive

Vanguard's Target Retirement Investor funds aren't the lowest-cost target-date funds on the market, but they're still one of the cheapest options that retail investors can buy. With expense ratios ranging   Read more 

2 Different Approaches to Selecting Dividend-Payers 
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