Fund Research and Analysis

by Susan Wasserman
The Vanguard Target Retirement series has made incremental adjustments over time, but the overarching strategy is unchanged. The series aims to provide investors with a diversified asset mix that will help them meet their long-term retirement goals.  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

A strong equity rally benefited this series' longer-dated funds over the trailing one-year period through April 2017. Vanguard Total Stock Market Index bore the brunt of the work, returning 18%. The   Read more 

People Pillar:Positive

In early 2016, Michael Buek stepped off this series. Buek, a veteran Vanguard manager, remains a co-head of the Vanguard Equity Index Group and trading teams. Buek was named to the fund in early 2013, along with William Coleman and Walter Nejman. Coleman   Read more 

Price Pillar:Positive

Vanguard's Target Retirement funds are some of the cheapest options that retail investors can buy, and expenses have dropped over time thanks to asset growth in underlying funds. Between 2015 and early   Read more 

This Silver-Rated Large-Value Fund Doesn't Look Like Peers 
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