Mutual Funds, Vanguard Paper - 1375 Words

Vanguard Mutual Fund Evaluation FIN/420 1/26/2014 The Vanguard Group The Vanguard Group offers an array of mutual funds, exchange-traded funds, brokerage, and asset management. When choosing and comparing mutual funds, there are characteristics that you need to first evaluate. This paper will review five different categories of mutual funds that Vanguard Group offers its investors. Actively Managed Common Stock Fund The Selected Value (ticker VASVX) is an actively managed common stock fund with a 4 star Morningstar rating with a minimum investment of $3,000. This fund does not have a front or rear load fee. The total annual fund operating expenses are 0.41% which means that for every $100 you invest, $.41 goes to paying the†¦show more content†¦The funds asset allocation will become more conservative over time, meaning that the percentage of assets allocated to stocks will decrease while the percentage of assets allocated to bonds and other fixed income investments will increase. This investment is superb for long-term investors like myself. The fund inception occurred on October 27, 2003, and has been managed by Michael Buek since 2014. The fund inception date tells us that the mutual fund has been around for 23 years and the fund manager for one year. This fund has been up for ten years and down for one year which tells us that the new manager may have not been the correct choice. International Fund Developed Markets Index Admiral Share (ticker VTMGX) is a Vanguard International Fund with a 3 star Morningstar rating and a $3,000 minimum balance. This fund does not have a front or rear load fee. The total annual fund operating expenses are 0.06% which means that for every dollar that you invest, $.06 goes to paying the person who sold you the fund. The expense ratio is also low at 0.09%. According to â€Å"Best Vanguard Index Funds 2014 (2009-2015), â€Å"the index fund provides investors low-cost diversified exposure to developed foreign markets. The fund invests in companies located in Europe, Asia, and Australia, which make up 75% of the non-U.S. equity market† (para. 2). There are five primary industries that this fund encompasses.Show MoreRelatedAsset Classes Paper 11043 Words   |  5 PagesRunning Head: ASSET CLASSES PAPER Asset Classes Paper Stacey Browning University of Phoenix Asset Classes Paper Investment portfolios consist of investment assets and these investment assets are categorized into broader classes known as asset classes (Bodie et al, 2008). Asset classes can be stocks, bonds, real estate, commodities, and money markets (Bodie et al, 2008). Individuals as well as businesses can have investment portfolios. 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