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What is a core fund? In regards to mutual funds.? |
Would Vanguard Total Stock Market index fund be a core fund? Core funds combine different types of investments in a single mutual fund. The goal? Diversification. Core funds can be the essential building blocks or cornerstones of a portfolio because they focus on producing long-term results while attempting to manage risk. Vanguard Total Stock Market Index fund or the equiv. ETF, which is VTI, is not considered a core fund. The core fund is actively managed, Vanguards fund is passive and just tries to mimic the index both great ways to invest. I prefer passive using timing model of someone like bob brinker @ bobbrinker.com . I see no reason to take on the additional expenses and tax inefficiences of a managed fund. |
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A good fund but woldn't hurt to diversify within the american fund family. you can make exchanges within the fund family at NAV but their may still be tax implications if this in not in a qua... don't try to do this with a fund. You can easily do it yourself by buying 500 index and dow looser stocks..However,remember that you read any of "Beat the Market with Dow loosers" b... It is the weighted average - you do not "add" the individual ERs and Vanguard does not charge any additional fee on top of the weighted average. ...If the fund will give you capital gains I would wait until nexy year to delay the tax hit. On the other hand if the fund has lost value I would sell this your and tax harvest. ...EWZ, which has grown 225% since I bought it in July 2004. ...I believe your only option is to call the fund or write them a letter. They should be able to provide that information for you, hopefully. ...It is hard to tell when the optimal time to buy muni's is. The yields on muni's are quite high when compared to treasury bonds, and this is probably a good time to invest, but I can'... A mutual fund purchase can be "straight up", where you can make withdrawals at any time. However, many funds charge a fee for withdrawals before a certain length of time (read their prosp... |
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