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  2. Fund of funds - Wikipedia

    en.wikipedia.org/wiki/Fund_of_funds

    A target-date fund is similar to an asset-allocation fund, except that the allocation is designed to change over time. The same structure is useful here. iShares has target-date ETFs that own other iShares ETFs; Vanguard has target-date mutual funds that own other Vanguard mutual funds. In both cases, the same funds are used as the asset ...

  3. Index fund - Wikipedia

    en.wikipedia.org/wiki/Index_fund

    An index fund (also index tracker) is a mutual fund or exchange-traded fund (ETF) designed to follow certain preset rules so that it can replicate the performance ("track") of a specified basket of underlying investments. [1] While index providers often emphasize that they are for-profit organizations, index providers have the ability to act as ...

  4. The Vanguard Group - Wikipedia

    en.wikipedia.org/wiki/The_Vanguard_Group

    The Vanguard Group, Inc. (commonly known as simply Vanguard) is an American registered investment advisor founded on May 1, 1975 and based in Malvern, Pennsylvania, with about $9.3 trillion in global assets under management as of May 2024. [3] It is the largest provider of mutual funds and the second-largest provider of exchange-traded funds ...

  5. Vanguard: Don't Give Up on the 60/40 Portfolio Just Yet. Here ...

    www.aol.com/vanguard-says-dont-60-40-200900703.html

    The average value of a 60/40 portfolio fell by 16%. It's worth noting, though, that that came after a decade of fairly strong performance, with the 10-year average growth of 6.1% including that ...

  6. Is Vanguard Wellesley Income Admiral (VWIAX) a Strong ... - AOL

    www.aol.com/news/vanguard-wellesley-income...

    Vanguard Wellesley Income Admiral made its debut in May of 2001, and since then, VWIAX has accumulated about $50.13 billion in assets, per the most up-to-date date available. The fund's current ...

  7. Robo-advisor - Wikipedia

    en.wikipedia.org/wiki/Robo-advisor

    Robo-advisors or robo-advisers are a class of financial adviser that provide financial advice and investment management online with moderate to minimal human intervention. [ 1 ] They provide digital financial advice based on mathematical rules or algorithms. These algorithms are designed by financial advisors, investment managers and data ...

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