My Favorite Vanguard Funds in 2011
My Favorite Vanguard Funds in 2011 are not looking back and the performance of the bond investments, but in the growth areas, especially the overseas developing markets that are outperforming the traditional base of most investor’s portfolios. This is where the good money is to be made in the coming years.
Do not get me wrong, the bond market and the mutual funds that are heavily laden with them have been a solid investment during the current economic recession. But not many investors are happy with just 3.5% to 10% return on their investment. This is especially true since many are use to 20 plus from the past decade.
Of all the Vanguard Funds, my pick is the Vanguard FTSE All-World ex-US Index Fund (VFWIX). This fund has its assets distributed to take maximum effect on many of the markets around the world in one package. 26.7% of the total assets are in emerging markets, 42.90% in Europe, and 23.30% from Asia with only 7.10% from North America. To help spread the risk the top 10 assets only hold 7.9% of the total amount of the fund’s investment.
The expense ratio of this fund is only 0.40%. The minimum investment is $3,000.
This is categorized as a large foreign blend mutual fund. The fund’s share prices are currently at the 52 week high being $19.27 each. The one year return of this fund is at 18.98% as of January 31, 2011. The YTD is only 0.80% but the last three months is at 4.52%.
There are a total of 2269 stocks in this fund with 13.9% coming from Japan, 13.8% from the UK and 7.1% from Canada. Brazil, China and India are also major players with 4.2%, 4.2% and 2.5% respectively.
This is My Favorite Vanguard Funds in 2011 because of such a wide net it casts on the world’s economies. Other honorable mentions include the VINEX and VFSVX which have similar investment strategies.
For more reference about investments from Vanguard on this site please Best Vanguard Mutual Funds for 2011.
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