A Sneak Peek at Vanguard’s High-Conviction Active Equity Funds for Advisory Clients
These strategies’ potential shouldn’t cloud their risks or lessons from Vanguard’s own history.
Fund Spy
Mentioned: Alibaba Group Holding Ltd (BABA)
, Vanguard Strategic Equity Inv (VSEQX)
, Vanguard Explorer Inv (VEXPX)
, Vanguard Global Equity Inv (VHGEX)
, Vanguard Dividend Growth Inv (VDIGX)
, Vanguard Wellington™ Inv (VWELX)
, Vanguard Capital Opportunity Adm (VHCAX)
, Vanguard Windsor™ Admiral™ (VWNEX)
, Vanguard International Growth Adm (VWILX)
, Vanguard Total Stock Market ETF (VTI)
Vanguard’s expected launch later this year of three new high-conviction active equity funds for its Personal Advisor Services clients will be the indexing giant’s largest simultaneous debut of traditional stock-picking strategies since the 1990s. Vanguard also plans to combine these three new funds with two existing ones to create a curated five-fund active equity lineup for those clients.
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Alec Lucas has a position in the following securities mentioned above: VDIGX, VWILX, BABA. Find out about Morningstar’s editorial policies.