Personal Finance and Investing

lastlib

(25,091 posts)

11. First place I go for any mutual fund research is morningstar.com

Reply to question everything (Original post)

Mon Jul 6, 2020, 11:59 PM

Jul 2020

This looks to be an attractive fund to my eye. Good risk stats--beta (3-yr) 1.02, alpha 1.59. R-squared 99.45 (meaning it tracks the index very closely, but trails it by a very slight amount).

Average risk, fairly high return for the risk. I'd consider buying it.

Difference between Vanguard/Yahoo? Possibly a distribution missing? IDK--I'm a bit skeptical of Yahoo's numbers; they're not a source I would rely on professionally. Morningstar is closer to Vanguard's numbers, but the difference is in the dates...

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New fund? [View all] question everything Jul 2020 OP

Following hermetic Jul 2020 #1

What did you inerit? Cash? Portfolis of stock and bonds? IRA? Real Estate? question everything Jul 2020 #2

Hi, Thanks! hermetic Jul 2020 #7

Please feel free to ask any questions you might have. A HERETIC I AM Jul 2020 #5

Hi and thanks hermetic Jul 2020 #8

Given the volatility last spring (and ongoing) Best_man23 Jul 2020 #3

I moved two 401ks into full cash last year. Then the market soared then plummeted. sprinkleeninow Jul 2020 #4

The fund has only been around since February of last year.... A HERETIC I AM Jul 2020 #6

Yahoo Finance Quotes sucks (except for the absolutely wonderful Historic page) progree Jul 2020 #9

VIGAX: same story progree Jul 2020 #10

Thanks. Yes, this is one of the funds that I am looking question everything Jul 2020 #12

First place I go for any mutual fund research is morningstar.com lastlib Jul 2020 #11