Fund Research and Analysis

by Kathryn Spica, CFA
Vanguard Target Retirement's unassuming construction has appeal. The glide path starts with an industry-average 90%/10% stock/bond split, keeping a slightly higher allocation to stocks as it gradually rolls down that exposure. At retirement age, the   Read more 

Process Pillar:Positive

Vanguard Target Retirement Funds serve as one-stop solutions for investors planning for retirement. The funds invest in Vanguard index funds that provide a diversified mix of stocks and bonds. Within   Read more 

Performance Pillar:Positive

This series continues to build a solid record. During the first half of 2014, all of the dated-funds in the series outperformed their respective peer norm. (Vanguard Target Retirement Income ranked just   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. Buek is a veteran Vanguard manager, having   Read more 

Price Pillar:Positive

Although no longer the cheapest on an asset-weighted basis, Vanguard's Target Retirement Funds are still one of the lowest-cost options that retail investors can buy. With expense ratios ranging from   Read more 

This Market-Neutral Fund Is Still Worth a Look 
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