The 5 most well-managed Vanguard funds
Since their founding, Vanguard funds have become a major name in index investing. Many investors stick to the company’s passive investment strategies. However, doing so can mean those investors miss some great opportunities. Vanguard’s own managers often choose to invest in the company’s actively-managed funds, such as the ones on this list.
Vanguard Wellington (VWELX) may just be the mutual fund your grandparents invested in. Vanguard Wellington was opened in 1929 and have remained open over the decades since. Top holdings of this mature and well-balanced fund include Alphabet (Google’s parent company), Microsoft and JPMorgan Chase. 80% or more of the stocks in Wellington are rated at least single-A.
Vanguard Health Care
In most cases, sector funds take away many of a manager’s options, but the healthcare sector is a little different, making Vanguard Health Care (VGHCX) a perfect choice for an investor looking to buy into a well-managed mutual fund. Health care stocks tend to do well in both bear and bull markets, as people will always need it.
Vanguard Internation Growth
Over the last decade, Vanguard International Growth (VWIGX) has had amazing growth. This mutual fund has had an annual return of around 7.5%. The managers of this mutual fund prioritize companies that are showing exceptionally-fast growth and are willing to pay what it needs to for a company they think will do well. So far, this strategy has worked wonders.
Vanguard Short-Term Investment-Grade
The Vanguard Short-Term Investment-Grade (VFSTX) mutual fund will probably not make its investors rich. However, it almost promises slow and steady returns in a turbulent market, making it the perfect fund for investors who want a little safety should rates spike. The last decade has seen an annual return of around 3% for this fund.
Primecap Odyssey Growth
Primecap Odyssey Growth (POGRX) is not a Vanguard fund, per se, but it deserves inclusion in this list all the same. What this fund is, is a near-clone of Vanguard Primecap, which is under Primecap management as well. Investors that are shut out of Vanguard Primecap can instead in this fund for nearly the same results.