{"id":611,"date":"2007-02-06T16:10:33","date_gmt":"2007-02-06T16:10:33","guid":{"rendered":"http:\/\/kubasek.com\/blog\/investing\/2007\/02\/vanguard-mutual-funds-that-look-good-to-me\/"},"modified":"2012-01-23T15:50:17","modified_gmt":"2012-01-23T15:50:17","slug":"vanguard-mutual-funds-that-look-good-to-me","status":"publish","type":"post","link":"https:\/\/lifelonglearner.kubasek.com\/?p=611","title":{"rendered":"Vanguard mutual funds that look good to me"},"content":{"rendered":"<p>I like Vanguard as a company. I have been with them for a couple of years now. I like what they offer: both, in terms of fund selection, and in terms of the services they offer.<\/p>\n<p>Why would I want to invest in Vanguard funds? First, they give you a good selection. And second, you can put your investments on auto pilot: you can actually do dollar-cost averaging at no cost!<\/p>\n<p>So far, I have invested in 2 funds at Vanguard (NJ Tax-Free Fund; and S&amp;P Index Fund). Every month, $50 gets automatically invested into each of them from my bank account. I really like that.<\/p>\n<p>The downside? There is usually a $3K minimum investment for each of the funds. (It would be great if it was $1K.)<\/p>\n<p>I am planning to shift some of my money from my brokerage account into Vanguard. Like I said, having an auto pilot is a very good benefit for me.<\/p>\n<p>Here are some of the funds at Vanguard that I find interesting (besides the 2 I own). You can take a look at all of them at <a href=\"https:\/\/flagship.vanguard.com\/VGApp\/hnw\/FundsByTypeSec\">https:\/\/flagship.vanguard.com\/VGApp\/hnw\/FundsByTypeSec<\/a><\/p>\n<p><strong>Taxable Short-Term Bond<\/strong><br \/>\n<?php fund(\"Vanguard Short-Term Investment-Grade Fund Investor Shares\", \"VFSTX\") ?>Average annual return: 4.96% (1 year)\t3.68% (5 year)\t5.13% (10 year)<\/p>\n<p><strong>Balanced<\/strong><br \/>\n<?php fund(\"Vanguard STAR Fund\", \"VGSTX\") ?>Average annual return: 9.79% (1 year)\t8.63% (5 year)\t8.94% (10 year)<\/p>\n<p><?php fund(\"Vanguard Wellesley Income Fund Investor Shares\", \"VWINX\") ?>60% bonds; 40% stocksAverage annual return: 10.69% (1 year)\t7.26% (5 year)\t8.51% (10 year)<\/p>\n<p><?php fund(\"Vanguard Wellington Fund Investor Shares\", \"VWELX\") ?>32% bonds; 65% stocksAverage annual return: 12.85% (1 year)\t9.04% (5 year)\t9.52% (10 year)Negative: 10K initial investment required<\/p>\n<p><strong>Domestic Stock &#8211; General<\/strong><br \/>\n<?php fund(\"Vanguard Dividend Growth Fund\", \"VDIGX\") ?>Average annual return: 17.84% (1 year)\t7.56% (5 year)\t6.84% (10 year)<\/p>\n<p><?php fund(\"Vanguard Windsor II Fund Investor Shares\", \"VWNFX\") ?>Average annual return: 17.19% (1 year)\t10.90% (5 year)\t9.89% (10 year)<\/p>\n<p><strong>International\/Global Stock<\/strong><br \/>\n<?php fund(\"Vanguard International Value Fund\", \"VTRIX\") ?>Average annual return: 18.94% (1 year)\t18.05% (5 year)\t9.67% (10 year)<\/p>\n<p><?php fund(\"Vanguard Total International Stock Index Fund\", \"VGTSX\") ?>Average annual return: 19.64% (1 year)\t17.41% (5 year)\t8.15% (10 year)<\/p>\n<p><?php fund(\"Vanguard Global Equity Fund\", \"VHGEX\") ?>Average annual return: 19.12% (1 year)\t17.94% (5 year)\t12.50% (10 year)<\/p>\n","protected":false},"excerpt":{"rendered":"<p>I like Vanguard as a company. I have been with them for a couple of years now. I like what they offer: both, in terms of fund selection, and in terms of the services they offer. Why would I want to invest in Vanguard funds? First, they give you a good selection. And second, you can put your investments on auto pilot: you can actually do dollar-cost averaging at no cost! So far, I have invested in 2 funds at Vanguard (NJ Tax-Free Fund; and S&amp;P Index Fund). Every month, $50 gets automatically invested into each of them from my bank account. I really like that. The downside? There is usually a $3K minimum investment for each of the funds. (It would be great if it was $1K.) I am planning to shift some of my money from my brokerage account into Vanguard. Like I said, having an auto pilot is a very good benefit for me. Here are some of the funds at Vanguard that I find interesting (besides the 2 I own). You can take a look at all of them at https:\/\/flagship.vanguard.com\/VGApp\/hnw\/FundsByTypeSec Taxable Short-Term Bond Average annual return: 4.96% (1 year) 3.68% (5 year) 5.13% (10 year) Balanced Average annual return: 9.79% (1 year) 8.63% (5 year) 8.94% (10 year) 60% bonds; 40% stocksAverage annual return: 10.69% (1 year) 7.26% (5 year) 8.51% (10 year) 32% bonds; 65% stocksAverage annual return: 12.85% (1 year) 9.04% (5 year) 9.52% (10 year)Negative: 10K initial investment required Domestic Stock &#8211; General Average annual return: 17.84% (1 year) 7.56% (5 year) 6.84% (10 year) Average annual return: 17.19% (1 year) 10.90% (5 year) 9.89% (10 year) International\/Global Stock Average annual return: 18.94% (1 year) 18.05% (5 year) 9.67% (10 year) Average annual return: 19.64% (1 year) 17.41% (5 year) 8.15% (10 year) Average annual return: 19.12% (1 year) 17.94% (5 year) 12.50% (10 year)<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[62],"tags":[85],"class_list":["post-611","post","type-post","status-publish","format-standard","hentry","category-investing","tag-investing-3"],"_links":{"self":[{"href":"https:\/\/lifelonglearner.kubasek.com\/index.php?rest_route=\/wp\/v2\/posts\/611","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/lifelonglearner.kubasek.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/lifelonglearner.kubasek.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/lifelonglearner.kubasek.com\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/lifelonglearner.kubasek.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=611"}],"version-history":[{"count":5,"href":"https:\/\/lifelonglearner.kubasek.com\/index.php?rest_route=\/wp\/v2\/posts\/611\/revisions"}],"predecessor-version":[{"id":766,"href":"https:\/\/lifelonglearner.kubasek.com\/index.php?rest_route=\/wp\/v2\/posts\/611\/revisions\/766"}],"wp:attachment":[{"href":"https:\/\/lifelonglearner.kubasek.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=611"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/lifelonglearner.kubasek.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=611"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/lifelonglearner.kubasek.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=611"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}