Australia Avi Tan Call +61.3.88887811 Martha Wood Call +61.410.470165 Europe Email Vanguard PR Europe pr_team_europe@vanguard.com Jonathan Goodstone Call +44.203.7535158 Caroline Hancock Call +44.203.7536980 Christian Pickel Call +49.69.80883105...
Morningstar indicates that the fund’s duration of just over 13 years is significantly higher than the average fund in the relatively new corporate bond category. This is significant should interest rates rise, as duration is an indicator of the potential decline in the fund’s underlying bond ...
The Vanguard Target Retirement 2030 Fund has a four-star rating from Morningstar.3It has an expense ratio of 0.08%. This target-date fund has a 10-year return of 6.94%. Its investment minimum is $1,000. This fund is most appropriate for investors who seek low fees and plan to retire ...
Similar to Morningstar Instant X-Ray, investors get a view of how their portfolio matches up with the U.S. stock market according to size and style, such as value versus momentum. Although this tool is useful for investors, it's cumbersome if a client has assets in other accounts. Invest...
DeMaso表示:"这是一支运作良好的新兴市场ETF,它的指数(和Morningstar同行比较)都名列前茅。" 根据DeMaso的计算,从2016年4月到2023年5月,这只积极管理的基金上涨了43%,而在同一时间段内,Vanguard的 Emerging Markets Government Bond Index Fund (VGAVX)的回报率为11%。VGAVX寻求跟踪Bloomberg 美元新兴市场政府RIC...
Robust selection of low-cost index funds.According to Morningstar and Vanguard, Vanguard’s average expense ratio as of Dec. 31, 2023, was just 0.08%. That’s much cheaper than the 0.44% average. As you’d expect for a company defined by its index funds, Vanguard hasan impressive variety...
Morningstar’s Tax Analysis shows thatCharles Schwab’s SWTSX fund lost 0.75% to taxesover the past 15 years, while Vanguard’s VTSAX fund lostonly 0.48%. (To be fair, it’s not clear how Morningstar calculates this, and given the huge returns lost, I suspect they’re assuming the hig...
Charles Schwab offers flexible screeners to help you research your next trade, including an ETF screener with more than 150 criteria, including asset class, fund performance, distribution yield, Morningstar category, regional exposure, and top 10 holdings. You'll also find calculators, idea generato...
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The Vanguard Health Care Fund falls within Morningstar’s health category. Funds in this category invest in stocks in the health and medical fields. This includes pharmaceutical companies, HMOs and medical device makers, among a host of others. ...