![]() ![]() This provides investors with the sector's typical defensive attributes. The Vanguard Health Care Fund Investor ( VGHCX, $210.54) takes a broad approach to healthcare stocks, investing in various sectors both in the U.S. Learn more about VTRIX at the Vanguard provider site. Top 10 holdings include familiar names such as South Korean electronics maker Samsung Electronics, Chinese e-commerce giant Alibaba Group ( BABA) and Swiss drug manufacturer Novartis ( NVS). The Pacific and emerging markets account for another 20% each, and most of the remainder is invested in North America. VTRIX's heaviest weight belongs to European stocks, which account for a little more than half of assets. That's far less than the 25 P/E for the S&P 500, and less than the roughly 16 P/E for the U.S.-centric Vanguard Value ETF ( VTV). The weighted average price-to-earnings (P/E) ratio for Vanguard International Value Fund's 206-stock portfolio was around 15 in late January. counterparts, and you see that play out in VTRIX. That includes in international stocks.įoreign stocks, especially developed markets, tend to be cheaper than their U.S. stocks are causing volatility, many investors are increasingly becoming more risk-averse, instead seeking out higher quality and more reasonable valuations. In an environment where mounting uncertainties over inflation, rising interest rates and high-priced U.S. The Vanguard International Value Fund ( VTRIX, $41.61) earns a spot among the best Vanguard funds to buy in 2022 for a reason that can be boiled down to one word: valuation. Learn more about VMVFX at the Vanguard provider site. Note: VMVFX also trades as Admiral class shares ( VMNVX ). Robinson Worldwide ( CHRW), each of which carry a weight of less than 2%. ![]() Top holdings include enterprise software name Tyler Technologies ( TYL), blue-chip pharmaceutical firm Johnson & Johnson ( JNJ) and freight operator C.H. and other North American stocks, while the remainder is spread across multiple regions, including the Pacific (18%), Europe (12%) and various emerging markets (8%). Currently, the portfolio is roughly 60% U.S. That's a frequent trade-off with minimum- and low-volatility funds: Superior results during the less-frequent occasions where the market struggles, but suboptimal performance over long, predominantly bull periods.Īs for what's under the hood of VMVFX? Remember, it's a "global" fund, which means it's international but includes the U.S. However, results aren't as great over the longer term: During the trailing three- and five-year frames, which were primarily bullish for stocks as a whole, VMVFX is near the bottom of the category. Year-to-date, VMVFX is beating 83% of its category peers, and it's even better over the past three months, topping 91% of its peers. While past performance is no guarantee of future results, you can get an idea of how the fund might perform across a volatile 2022 by looking at what it has done over the past few months. It has only been around since late 2013, which is young for a Vanguard fund, and has built up $2.7 billion in assets since. The Vanguard Global Minimum Volatility Fund is not exactly a household name among Bogleheads. Also, VMVFX tries to further reduce portfolio volatility by heading most currency exposure back to the U.S. The fund's manager evaluates all of the stocks in the FTSE Global All Cap Index, and builds a portfolio from components expected to generate lower volatility than their peers. Vanguard Global Minimum Volatility Fund is one solution, either as a long-term core holding or a temporary stabilizer. ![]() Hands down, the most apropos way to begin our look at 2022's best Vanguard funds is the Vanguard Global Minimum Volatility Fund Investor ( VMVFX, $14.28).Ī risk-on market has slowly become much more risk-off, potentially leaving some investors wondering what to do with their international exposure.
0 Comments
Leave a Reply. |
AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |