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3 Best Vanguard Funds for Stability

Whether you are looking for a solid core holding, a reliable conservative fund or just a place to shield your hard-earned money from volatility in uncertain markets, one of these Vanguard funds can ... read more

Eaton Vance Tax Managed Diversified Equity Income Fund: A Closed End Fund Deserving Of Its Discount

Eaton Vance Tax Managed Diversified ... being as follows: The fund's five largest sector allocations were as follows: Although intended to invest globally 73.5% of assets were in the United States, ... read more

IT'S WORK TO FOLLOW CHET FUND

Trust 1, for children up to age 5, went down 0.9 percent through Aug. 31; Trust 2, for children ages 6 to 9, went up 1.2 percent; Trust 3, for children ages ... Another strategy is to buy a tax- ... read more

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Two more key questions to ask when comparing mutual funds

1) What does this particular mutual fund promise to do for investors, and at what cost? 2) What can go wrong in delivering the promise? 3) Do you have to sell the ... s Balanced Fund to Vanguard’s Tax ... read more


3 Best Vanguard Funds With Active Management

passive performance is cyclical and index funds may not be the winners over the next three years. Enter the best Vanguard funds with active management ... Vanguard Tax-Managed Balanced can make a fine ... read more

Mutual Fund Tax Bombs

On the other hand, several well-managed funds, including Vanguard Tax-Managed Capital Appreciation and Schwab 1000 ... this account too is worth $1,100--but you've got to pay Uncle Sam $31, or 3.1% of ... read more

16 Things You Need to Know to Minimize Taxes on Mutual Funds

If your fund is priced at $10 per share and it makes a $1 capital gain distribution, you’ll owe tax on the $1 distribution, but the share price will drop to $9. If you originally bought the shares for ... read more

Looking For A Core Holding? Consider This Fund Of CEFs With A 7.41% Yield

Once those issues are factored into the mix, the S-Network Index Committee fine-tunes the list to exclude ... rankings and YTD returns: Eaton Vance Tax-Managed Global Diversified Equity Income Fund ... read more

SuperStar Funds commentary: Frugal GenXer joins Vanguard CEO

John Bogle, the founder and chairman of Vanguard Funds ... 3 28.9 First Funds Growth & IncomeMGEQX 23.9 28.4 American Century Select TWCIX 21.4 28.4 Diversified Investors Gr & Inc DVGIX 15.2 27.7 ... read more

Dear Dagen: Index-Like DFA Fund Has Un-Index-Like Distribution

"That's exactly why we came out with tax-managed flavors of these ... A total stock market fund, which tracks the broad Wilshire index, follows the whole market. "It can move anywhere and you're still ... read more

Swedroe: 3 Fine Passive Funds Compared

Vanguard’s REIT Index Fund (VGSIX), in fact, returned just 2.3 percent that year. The DFA and Bridgeway funds weren’t negatively impacted because they excluded REITs. The reverse was true in 2014. ... read more

US SEC says Morgan Stanley to pay $3.5 mln fine over misuse of funds

WASHINGTON, June 29 (Reuters) - Morgan Stanley agreed to pay a $3.6 million fine after regulators found it failed to detect or prevent misappropriation of client funds, the U.S. Securities and ... read more



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