A recent Morningstar article outlined the intermediate-term (10-year) market return assumptions of a group of industry leaders that responded to a recent survey: John Bogle, founder of Vanguard: 4% stock…
Tag: Vanguard
Combining Active and Passive Investing Can "Smooth the Ride"
A “partnership” of both active and passive investing can help smooth out some rough patches in portfolio performance, according to a recent Vanguard article. “The addition of a reliable investment…
Vanguard's Principles for Investing Success
Earlier this year, Vanguard published a whitepaper outlining the firm’s Principles for Investing Success. The forty-page report breaks down investing principles into four basic categories: Goals: Investors should create clear…
Vanguard Expects Low Market Returns
Economists at the Vanguard Group think stocks will continue to grow, but at a lower rate of return in the medium term (of between 4% and 6%), with U.S. stocks…
Vanguard's McNabb Says Data Doesn't Support ETF Bubble Fears
Although the shift to ETFs over the past ten years has been dramatic—since the start of 2008, the industry has attracted nearly $2.8 trillion in investment dollars (according to the…
Vanguard Has Seen More Inflows than All Competitors Combined
In the last three calendar years, investors have poured $823 billion into low-cost index and ETF funds managed by Vanguard, about 8.5 times as much as all of its competitors…
2017 Outlook Per Morningstar, Vanguard, and Others
While it may be reasonable to use long-term market data to help shape return projections, it should be a starting point which is then adjusted “up or down based on…
Primecap: A Growth-Oriented, Independent, Long-Term-Focused Shop
Barron’s profiles Primecap Management, which it describes as “one of the best fund shops you’ve never heard of.” All of its six mutual funds are beating at least 86% of…