Fund Research and Analysis

by Kathryn Spica, CFA
Vanguard Target Retirement continues to hold appeal. This series takes a straightforward approach. It uses an all-index construction, tapping a handful of trustworthy Vanguard underlying funds to provide stock and bond exposures. The two underlying   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 March 2014, the five-year returns for all of the dated funds in the series outpaced the average of their respective category rivals. While the series'   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

The Vanguard 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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This Expensive Fund May Be Worth It 
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