Fund Research and Analysis

by Kathryn Spica, CFA
Recent changes strengthen Vanguard Target Retirement's appeal. Vanguard made several updates to this target-date series in the first half of 2013. Notably, the series added its first allocation to international fixed income, increasing the funds' bond   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 has an impressive long-term record. As of Sept. 30, 2013, the five-year returns for all of the target-date funds in the series outpaced more than three fourths of their respective category   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

Vanguard's Target Retirement funds are among the cheapest that retail investors can buy. With fees at or below 0.18%, the funds cost roughly one fifth as much as their typical peer. Relative to other   Read more 

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