16 Vanguard funds on the "Money 50" list
January 08, 2014
Money magazine selected 16 Vanguard mutual funds and exchange-traded funds (ETFs), including our Target Retirement Fund series, for its "Money 50" list of recommended funds, published in the magazine's January/February 2014 Investor's Guide.
The "Money 50" list is a more concise rendition of the annual "Money 70" list, as the publication eliminated fund and ETF duplications, removed several active funds that have consistently underperformed, and reorganized the categories based on investment goals to help simplify investor decisions.
This year, once again, Vanguard has more funds on the list than any other fund family, with nearly three times as many as the next largest competitor. In addition, Vanguard is also the only fund family that has funds listed in each of the magazine's new categories: building-block funds (9 of the 14 listed), custom funds (5 of 32), and one-decision funds (2 of 4).
This is the 13th consecutive year Money has recognized Vanguard on its list of recommended funds. The criteria for inclusion on the list are based on a low expense ratio, a strong record for putting shareholder interests first, a consistent investment strategy, experienced and trustworthy managers, and long-term performance.
The following Vanguard funds made this year's "Money 50" list, arranged according to the magazine's categories:
Building-block funds (9 of 14 listed):
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- Vanguard Emerging Markets Stock Index Fund
- Vanguard FTSE All-World ex-U.S. Small-Cap Index Fund
- Vanguard Inflation-Protected Securities Fund
- Vanguard REIT Index Fund
- Vanguard Short-Term Bond Index Fund
- Vanguard Short-Term Inflation-Protected Securities ETF
- Vanguard Total Bond Market Index Fund
- Vanguard Total International Bond Index Fund
- Vanguard Total International Stock Index Fund
One-decision funds (2 of 4 listed):
Custom funds (5 of 32 listed):
- Vanguard Intermediate-Term Tax Exempt Fund
- Vanguard International Growth Fund
- Vanguard Limited-Term Tax Exempt Fund
- Vanguard Short-Term Investment-Grade Fund
- Vanguard Small-Cap Value ETF
- Money magazine is not affiliated with Vanguard or Vanguard funds. The article mentioned here is neither an offer to sell nor a solicitation of an offer to buy shares.
- Mutual funds and ETFs, like all investments, are subject to risks, including the possible loss of the money you invest.
- Investments in bonds are subject to interest rate, credit, and inflation risk. Foreign investing involves additional risks including currency fluctuations and political uncertainty. Stocks of companies in emerging markets are generally riskier than stocks of companies in developed countries.
- Prices of mid- and small-cap stocks often fluctuate more than those of large-company stocks. Funds that concentrate on a relatively narrow market sector face the risk of higher share-price volatility.
- Investments in Target Retirement Funds are subject to the risks of their underlying funds. The year in the fund name refers to the approximate year (the target date) when an investor in the fund would retire and leave the workforce. The fund will gradually shift its emphasis from more aggressive investments to more conservative ones based on its target date. An investment in the Target Retirement Fund is not guaranteed at any time, including on or after the target date.
- Vanguard ETF Shares are not redeemable with the issuing fund other than in creation unit aggregations. Instead, investors must buy or sell Vanguard ETF Shares in the secondary market with the assistance of a stockbroker. In doing so, the investor will incur brokerage commissions and may pay more than net asset value when buying and receive less than net asset value when selling.
- Past performance is not a guarantee of future returns.