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

This series hasn't been immune to the challenging environment of late. With the exception of the 2010 and Retirement Income funds, each fund in the series posted negative returns over the past year through   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 Equity Index Group and trading teams. Buek was named to the fund in early 2013, along with William Coleman and Walter Nejman. Coleman and   Read more 

Price Pillar:Positive

Vanguard's Target Retirement funds are one 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 

An Upgraded Core Bond Fund Worth Investors' Time 
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