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If you are a US citizen living in the UK it's generally a bad idea to invest in mutual funds as the US will get you under PFIC rules and HMRC will get you under offshore non-reporting funds rules ie no capital gains exemption and you'll be taxed at your...
Started by nun on
, 15 posts
by 7 people.
Answer Snippets (Read the full thread at uk-yankee):
Anyway, what exactly does an HMRC reporting fund mean? I think I've got two reporting Vanguard funds are the onshore US domestic Vanguard funds with these names as against offshore funds with the same names.....
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Vanguard have come a long way since the 1970s when John C Bogle worked hard to build a financial institution that sells index funds that have ultra low expense ratio. You would have asked if they do not have management fees and expense ratio so low how...
Started by VRNews on
, 1 posts
by 1 people.
Answer Snippets (Read the full thread at vr-zone):
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I never get tired of reading these articles about VG's continuing success and the great news for us, with the lowering of expense ratios.
"One of every three dollars invested in mutual funds and exchange-traded funds through the first four months of the...
Started by nvboglehead on
, 3 posts
by 3 people.
Answer Snippets (Read the full thread at morningstar):
Vanguard....
Best regards doorway.
Thank benefit existing index fund shareholders, too, since we end up with lower and lower ERs.
Nvboglehead:
Articles like this makes me very glad that our mutual funds are with Vanguard.
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Ask your Facebook Friends
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Been reading "Common Sense Investing" by John Bogle....founder of Vanguard.
The book shows that the s&p 500 beats 80% of managed mutual funds on average. Wow! Cites very low fees....as low as .06% for s&p index funds compared to an average of 1% for managed...
Started by wilbur on
, 4 posts
by 2 people.
Answer Snippets (Read the full thread at hogville):
Since 1930, s&p 500 averaged 9% per year just add a passive index fund for international stocks Keep it simple stupid!
Bogle's Vanguard made a fortune as the creator of index funds....founder....
For managed funds.
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Some time ago, I started a thread here in which we discussed how to set up another fund for taxable investing without screwing up my asset allocation (since my tax-free IRA's are currently in target funds). The consensus was that investing in a target...
Started by tazdollars on
, 11 posts
by 1 people.
Answer Snippets (Read the full thread at getrichslowly):
This will however lower your overall bond with index funds....
If you're happy with the AA/funds used by your target fund, one answer would just be to replicate those funds in the taxable account without the bond fund.
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What matter for index funds are the ER and the tax-cost ratio. Top ranked SP500 index funds are from Vanguard, TIAA-CREF, Fidelity, Schwab. Below are the tickers, ERs in bps, and 1-yr tax-cost ratios (%)
Vanguard VFIAX 5 bps, 0.31% [VFINX 17 bps, 0.29...
Started by yogibearbull on
, 3 posts
by 3 people.
Answer Snippets (Read the full thread at morningstar):
Ray I don't think the class matters institutional index)..
Not bad but obviously not in the ball park for yogi's posted funds.
Unfortunately TIPSX is the instituional Class fund which admiteddly some plans now have access.
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I recently chanced upon these items on the 'net, courtesy of AFR
http://www.afrsmartinvestor.com/p/ho...WTo1Ui353lqp2K
http://www.afrsmartinvestor.com/p/ho...8rhVBYzUO4TI4H
Both relate to ETF's rather than Index Funds
Is anyone investing in ETF's or utlising...
Started by Redwing on
, 2 posts
by 2 people.
Answer Snippets (Read the full thread at invested):
IShares UBS Composite Bond Index Fund
UBS Composite Bond Index
IAF
Mer 0.24
iShares UBS Government Inflation Index Fund
UBS Government Inflation Index
Mer 0.26
iShares UBS Treasury Index Fund
UBS....
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Some Schwab ETFs have lower expense ratios than Vanguard.
http://www.marketriders.com/blog/2012/04/20/schwab-could-be-...
But here’s the clincher: Schwab is pricing several of its domestic-stock ETFs lower than Vanguard.
</snip>
intercst
Started by intercst on
, 11 posts
by 1 people.
Answer Snippets (Read the full thread at fool):
Isn't that true of any Fund or ETF?
and can't brokers change commissions pretty much at whim? "Ahh changes to these ....
The catch is that you.
Spartan index funds have lower costs than the corresponding Vanguard funds.
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Guys,
I currently own about 5% of my portfolio in VFITX (Vanguard's Interm-Term Treasury) bond fund in a Roth. I was thinking of exchanging it for VUSTX (Vanguard's Long-Term Treasury) bond fund. I know the duration is 5 yrs vs 15 yrs and with rates so...
Started by JubeeTex on
, 11 posts
by 7 people.
Answer Snippets (Read the full thread at morningstar):
From 10/31/2007 through 03/09/2009 for these funds was:
Vanguard Total Stock Market Index , VTSMX: -56.1, long term bond index, rather than the long term T fund: about an equal mix of T's and corporates%
Vanguard....
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So far my only mutual fund is Vanguard Wellsley- VWINX.
I'm considering adding a couple of more and am looking for some ideas for some long term hold and forget funds like VWINX.
Thank you.
Started by marcb515 on
, 16 posts
by 11 people.
Answer Snippets (Read the full thread at morningstar):
funds? 18 hours, 30 minutes ago | Post #3236857 So far my only mutual fund is Vanguard Wellsley funds? 4 hours, 30 minutes ago | Post #3237095 I held Vanguard Total Stock Market, Midcap, Index 10.19 8.82 Vanguard....
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