News

Vanguard Group Inc., the investment giant famous for low-cost index funds, is seeking regulatory approval to expand its ...
The Jack Bogle-founded firm is looking to apply its famed dual-share class structure to actively managed strategies.
aiming to replicate a blueprint that Vanguard has used exclusively for more than two decades. In the simplest terms, that structure ports the famous tax efficiency of an ETF into the mutual fund ...
The firm is the latest to seek to replicate a fund structure employed solely by Vanguard Group that gave the Jack Bogle-founded juggernaut a tax-minimizing edge over the industry for two decades.
Pioneering quant investor Dimensional Fund Advisors has applied for a new fund structure that would give it a powerful tax advantage enjoyed exclusively by Vanguard Group for more than 20 years.
Take Vanguard, which in 2021 bought ... time last month with its International Dividend Fund. Smaller competitors are unveiling explicitly tax-busting products: In 2022, Pennsylvania-based Alpha ...
Tax-efficient exposure to US stocks ... The infrequent turnover of managers, coupled with Vanguard's practice of rotating them across various funds, enhances their expertise and understanding ...
The first to benefit was the Vanguard Total Stock Market Index Fund. Investors’ end-of-year tax forms abruptly stopped showing capital gains in 2001, even as the fund went on to generate ...
The Vanguard Long-Term Tax-Exempt Fund seeks to provide a high and sustainable level of current income, exempt from federal personal income taxes. To achieve that goal, the fund uses a portfolio ...