The balanced strategy’s equity exposure ... Ramji inherited a firm that is succeeding in many ways. Recent fund launches fit the low-cost Vanguard mold, and it cut the minimum investment for ...

The Fund seeks to track, with respect to 60% of its assets, investment performance of the CRSP US Total Market Index, and with respect to 40% of its assets, investment performance of the Barclays ...

Creating a well-diversified portfolio through individual stock selection requires extensive research, constant monitoring, ...

Vanguard, which launched the first index mutual fund in 1975, is well-known for ... sector/specialty and balanced. Its balanced funds consist of stock and bond mixes. Many of the products in ...

The Fund seeks to provide a tax efficient investment return, consisting of federally tax-exempt current income, long-term capital growth and a modest amount of taxable current income. Invests 50 ...

Vanguard Group will pay more than $106 million to settle US Securities and Exchange Commission allegations that it made ...

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An investigation by the S.E.C. and several states found that the company had failed to notify investors of changes in the ...

But unlike other low-cost ETFs that achieve a higher yield by targeting safe and stodgy low-growth companies, the Dividend Appreciation ETF is chock-full of top-tier growth stocks. Apple, Microsoft, ...

TMX VettaFi Head of Research Todd Rosenbluth joins Wealth to discuss the exchange-traded fund (ETF) market's outlook and trends. Rosenbluth reports that ETFs attracted approximately $1 trillion in ...