Vanguard 500 Index Inv

Latest Vanguard 500 Index Inv News and Updates

  • uploads///Vanguard  Index Fund Investor Class VFINX
    Company & Industry Overviews

    US Stock Indices Plunge after Oil Prices Rebound

    The three US equity indices that we review in this weekly series fell from December 8 to December 15, 2015, after a rebound in oil prices.

    By Lynn Noah
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    Financials

    Will We See a Recession within the Next 2 Years?

    In a recent interview, Jim Rogers said, “I’m on record as saying that we’re going to have a recession certainly within a year or two.”

    By Surbhi Jain
  • uploads///US Treasury Yield Curve
    Fund Managers

    Gundlach on Higher Yield: Watching the Copper-to-Gold Ratio

    Billionaire investor and bond guru Jeffrey Gundlach also shared his view on bond yields in an interview with CNBC.

    By Sarah Sands
  • uploads///US GDP Growth Rate
    Fund Managers

    What Does Jack Bogle Predict for US Real GDP?

    In 4Q16, US (SPY) (QQQ) (IVV) (VFINX) real GDP grew at an annual rate of 1.9% compared to a 3.5% rise in 3Q16.

    By Sarah Sands
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    Company & Industry Overviews

    AMFQX: More Than 60% Exposure to Derivative Securities

    AMFQX is an alternative mutual fund that seeks to generate positive absolute returns with a low correlation to the returns of broad stock and bond markets.

    By Ivan Kading
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    Miscellaneous

    Why Was Energy Sector a Drag for Investors despite Rise in Oil?

    Between April 6 and April 13, 2017, the Energy Select Sector SPDR ETF (XLE) fell 1.9%.

    By Rabindra Samanta
  • uploads///Shorting Small Cap Stocks Could be Costlier Compared to Large Cap
    Fund Managers

    Will George Soros’s Position in IWM Provide a Strong Return?

    According to the recent 13F filings, Soros Fund Management has increased its position in the iShares Russell 2000 ETF (IWM) by 36% in 1Q17 compared to the previous quarter.

    By Sarah Sands
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    Company & Industry Overviews

    How Could Investing in EBSAX Affect Your Portfolio’s Performance?

    EBSAX seeks to generate attractive risk-adjusted returns across a broad range of market conditions.

    By Ivan Kading
  • uploads///safe haven winners of brexit
    Financials

    Has Britain Really Voted Its Way to Prosperity?

    The Brexit referendum aftermath has translated to gains for certain hedge funds, while washing away earlier gains for others.

    By Surbhi Jain
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    Fund Managers

    Gross on Rising US Credit Level: Lehman Brothers, Anyone?

    The rising credit level is a warning sign for the economy, and Gross believes this situation may trigger a crisis like the 2008 global debt crisis.

    By Sarah Sands
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    Company & Industry Overviews

    AMFQX: Structural Analysis of an Alternative Mutual Fund

    Some of the AMFQX fund’s top holdings include floating-rate notes of Apple, JPMorgan Chase, Turquoise Hill Resources, and Hewlett-Packard Enterprise.

    By Ivan Kading
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    Company & Industry Overviews

    AMFQX Had an Overall Market Beta of Zero at the End of 4Q15

    At the end of 4Q15, the fund had an overall market beta of zero compared to the beta of 0.04 of its benchmark Morningstar Managed Futures Category Average.

    By Ivan Kading
  • uploads///chart
    Fund Managers

    How Investing in GATEX Could Impact Your Portfolio

    GATEX could increase the exposure of an investor’s portfolio in the equity market. It has less volatility risk than the equity markets.

    By Ivan Kading
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    Fund Managers

    GATEX: A Sectorial Portfolio Breakdown

    The Gateway Fund – Class A (GATEX) seeks to attain capital appreciation through its equity market investments. It has less risk compared to equity markets.

    By Ivan Kading
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    Company & Industry Overviews

    Moving Average Trends and Analyst Estimates of JPMNX’s Top Holdings

    All of JPMNX’s top holdings except CJPXX were trading below their 20-day and 100-day moving averages as of January 29, 2016.

    By Ivan Kading
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    Miscellaneous

    What’s Making Wall Street Weak?

    Last week, US crude oil May futures fell 2.7%, and natural gas April futures rose 4.3%. The broad market S&P 500 Index fell 1.3%.

    By Rabindra Samanta
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    Macroeconomic Analysis

    What Commodities’ Outperformance Means for the Business Cycle

    Let’s take a look at where we are in the business cycle, what factors are at play, and what stands to work given current macroeconomic influences.

    By Surbhi Jain
  • uploads///SP  Index
    Fund Managers

    Will the Market See a Correction in 2017?

    In a recent interview with CNBC, Fidelity’s Jurrien Timmer shared his views on equity markets, corporate earnings, and Europe (VGK) (IEV).

    By Sarah Sands
  • uploads///US Non Farm Payrolls in August
    Macroeconomic Analysis

    Will the August Jobs Report Soften the Fed’s Rate Hike Urgency?

    During the Jackson Hole Symposium, the Federal Reserve chair, Janet Yellen, already hinted that if the August jobs report provided a strong performance, there was a chance for a rate hike during its September 2016 meeting.

    By Sarah Sands
  • uploads///Federal Reserves
    Fund Managers

    Bill Gross: Central Bank Policy Distorts Capitalism

    Bill Gross said in his July 2017 Investment Outlook that central banks in major developed nations maintained an ultra-low monetary policy for nearly a decade.

    By Sarah Sands
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    Consumer

    Carl Icahn Wouldn’t Invest in Valeant, although Bill Ackman Holds $567 Million in It

    In August 2015, VRX stock was at its historic peak of over $250. It is now below $25, as the stock has lost over 90% in the past year.

    By Surbhi Jain
  • uploads///soros top
    Financials

    Trump and Soros Expected a Brexit, Jeffrey Gundlach Did Not

    Billionaire investor Jeffrey Gundlach had positioned himself expecting Bremain to pass. Gundlach, however, sold off his newly acquired European stock positions before the Brexit results impacted the Market.

    By Surbhi Jain
  • uploads///US Non Farm Payrolls in September
    Macroeconomic Analysis

    US Non-Farm Payroll Dropped for the First Time in 7 Years

    The September non-farm payroll report indicated a fall in the US labor market (SPY) (VFINX) compared to August 2017.

    By Sarah Sands
  • uploads///US  Year treasury Yield Movement
    Fund Managers

    Howard Marks Says No Asset Looks Cheap in Present Scenario

    In an interview with CNBC’s Halftime Report on August 10, Howard Marks shared his views on market valuation, risk in the market, and FANG stocks.

    By Sarah Sands
  • uploads///US Manufacturing PMI Index in July
    Macroeconomic Analysis

    US Manufacturing PMI Picks Up after Gradual Decline

    The July US manufacturing PMI (purchasing managers’ index) report indicates a strong improvement in the US (SPY) (QQQ) (VFINX) business climate after a gradual decline.

    By Sarah Sands
  • uploads///Marriott International Outperforming the SP  Index
    Fund Managers

    Goldman Sachs on Marriott: Annual Sales Growth to Improve 15.6%

    Marriott International has provided a return of 22.5% so far in this year.

    By Sarah Sands
  • uploads///US Consumer Price Index in May
    Macroeconomic Analysis

    Lower US Inflation Could Impact the S&P 500 Index

    According to data provided by the U.S. Bureau of Labor Statistics, the US consumer price index, or inflation index, fell 0.1% in May 2017.

    By Sarah Sands
  • uploads///Declining Government Consumption Expenditure and Investment of GDP
    Fund Managers

    Is Bill Gross Doubting a 3% Growth under Trump?

    In his investment outlook for April, Gross questioned whether Trump’s economic agenda could create a 3.0% growth in the economy.

    By Sarah Sands
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    Fund Managers

    Cooperman on Trump: The Market Is Being Run by a Capitalist (Finally)

    Cooperman believes that this market rally reflects a government that is being run by a capitalist.

    By Sarah Sands
  • uploads///US Consumer Confidence in March
    Macroeconomic Analysis

    US Consumer Confidence Rose Sharply in March

    The US Conference Board Consumer Confidence Index showed a massive improvement in March 2017.

    By Sarah Sands
  • uploads///Federal Reserves
    Company & Industry Overviews

    Does the Fed’s Rate Hike Indicate a Stronger Economy?

    On March 15, 2017, the Fed announced its much-awaited interest rate hike—the first increase this year. It’s the third rate hike in the past decade.

    By Sarah Sands
  • uploads///Will Productivity Drive US Economic Growth
    Fund Managers

    Bill Gross: US Economic Growth Depends on Productivity

    Bill Gross said the economic environment is showing momentum. Inflation figures are also improving.

    By Sarah Sands
  • uploads///Correlations
    Company & Industry Overviews

    What’s the Correlation Between XOM and WTI?

    Integrated energy companies such as ExxonMobil are affected to varying degrees by volatility in crude oil prices. XOM’s correlation coefficient with WTI stands at 0.56.

    By Maitali Ramkumar
  • uploads///US Consumer Sentiment Index in January
    Macroeconomic Analysis

    What Does the Rising US Consumer Sentiment Index Mean for the Economy?

    The US Consumer Sentiment Index improved in January 2017. It stood at 98.1 in January 2017 compared to 98.2 in December 2016.

    By Sarah Sands
  • uploads///Key Interest Rate in Developed Markets
    Fund Managers

    Carl Icahn: Low Interest Rates Are Hurting the Economy

    Icahn believes that the economy needs the help of both monetary and fiscal stimulus. He thinks the economy can’t run with a zero interest-rate policy.

    By Sarah Sands
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    Fund Managers

    Carl Icahn: The Fed Has Created a ‘False Market’

    According to Carl Icahn, if the Fed doesn’t raise rates, it will indicate that we’re in a great bubble. He said the Fed has created a “false market” by not hiking the rates.

    By Sarah Sands
  • uploads///The SP  Index is Rising While Earnings Growth is Consolidating
    Fund Managers

    Icahn at the Delivering Alpha Conference: Market Looks ‘Dangerous’

    Carl Icahn discussed his current stance on the market (SPY) (QQQ) at the Delivering Alpha Conference. He discussed the warning signs in the market.

    By Sarah Sands
  • uploads///A Large Shift in Prices and Valuations After the Credit Crisis
    Miscellaneous

    In Retrospect: How the 2008 Crisis Affected SPY’s Valuation

    When the 2008 credit crisis affected the S&P 500 Index (SPY), we saw a large shift in valuations and the index level.

    By Sarah Sands
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    Miscellaneous

    Equity Valuation Fell by 47% When the Dot-Com Bubble Burst

    The major event of the mid-1990s was the dot-com bubble, when Internet businesses experienced exponential growth. However, this wasn’t earnings growth.

    By Sarah Sands
  • uploads///Germany Manufacturing PMI in June
    Macroeconomic Analysis

    June Manufacturing PMI: Why Germany’s Business Climate Is Better

    The final Markit Germany manufacturing PMI stood at 54.5 in June compared to 52.1 in May. It was above the initial estimate of 54.4 and the highest gain since February 2014.

    By Sarah Sands
  • uploads///Performance of HFRX Global Hedge Fund Index versus SPDR SP  ETF
    Fund Managers

    Active Fund Management: Will It Make Passive Attractive?

    In recent years, the performance of various mutual funds and hedge funds followed by an active fund management strategy haven’t been so impressive.

    By Sarah Sands
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    Macroeconomic Analysis

    Druckenmiller: Current Times Are Similar to Period before 2008 Crisis

    Stanley Druckenmiller said at the Sohn Investment Conference that he sees the current investment environment as similar to the period before the 2008 crisis.

    By Sarah Sands
  • uploads///US Services PMI Index in May
    Macroeconomic Analysis

    Why Did the US Economy Have a Weaker Services PMI in May?

    The US Services PMI (purchasing managers’ index) stood at 51.2 in May—compared to 52.8 in April. It didn’t meet the Market expectation of 53.1.

    By Sarah Sands
  • uploads///US GDP Growth in the First Quarter of
    Macroeconomic Analysis

    US GDP Growth Stood at 0.8%: What Does It Indicate?

    The US GDP growth stood at 0.8% in 1Q16. It’s better than the 0.5% improvement initially reported by the BEA. However, it’s the worst performance since 2015.

    By Sarah Sands
  • uploads///Price Movement in the VFINX and the JNK
    Company & Industry Overviews

    US Stock Indexes Fell as Rate Hike Possibility Rose

    US stock indexes fell last week. It came after expectations of an interest rate hike in the United States revived after solid consumer inflation data.

    By Lynn Noah
  • uploads///BusineseCycle_Chart
    Macroeconomic Analysis

    What Phase of the Business Cycle Are We In?

    Studied in conjunction, stock market and economic conditions give clear indications of the business cycle phase we are in.

    By Surbhi Jain
  • uploads///Increasing Debt Burden in China
    Macroeconomic Analysis

    George Soros: Is China Becoming the US of 2008?

    China’s boom in credit growth, which we discussed earlier in this series, could affect China’s (FXI)(YINN)(ASHR) growth.

    By Sarah Sands
  • uploads///US Weekly Jobless Claims Fell Unexpectedly
    Macroeconomic Analysis

    US Jobless Claims Fall to Their Lowest Level since 1973

    According to data provided by the US Department of Labor, unemployment claims fell by 6,000 to 247,000 claims for the week ending April 16, 2016.

    By Sarah Sands
  • uploads///long term business cycle
    Fund Managers

    Where Are We in the Long-Term Debt Cycle? Ray Dalio Weighs In

    According to Ray Dalio, the Fed needs to study the long-term debt cycle in order to understand the huge downside risks that currently face the US economy.

    By Surbhi Jain
  • uploads///Spending drives the economy
    Fund Managers

    Why Ray Dalio Says a Recession Isn’t around the Corner

    Ray Dalio doesn’t see the next downturn happening anytime this year or the next. However, he does believe it will come.

    By Surbhi Jain
  • uploads///US Consumer Price Index Improved Marginally in March
    Macroeconomic Analysis

    Low US CPI: Will the Fed’s Cautious Stance Change?

    The US CPI rose 0.1% in March. However, it didn’t meet analysts’ expectation of 0.2%. The rise in consumer prices is mainly due to the rebound in gasoline prices.

    By Sarah Sands
  • uploads///Brazilian Real versus Commodity Index Movement
    Macroeconomic Analysis

    What’s Driving the Brazilian Real?

    Rising political unrest in Brazil raised hopes among investors for a political reformation. The real is reacting positively to rising anti-government agitation.

    By Sarah Sands
  • uploads///ISM Manufacturing PMI Expanded in March After  Months of Contraction
    Macroeconomic Analysis

    US ISM Manufacturing PMI Expanded: Will Investors’ Sentiment Rise?

    The US ISM manufacturing PMI rose to 51.8 in March from 49.5 in February. It beat the Market’s expectations and rose for the first time in the last six months.

    By Sarah Sands
  • uploads///slack
    Macroeconomic Analysis

    What Is Labor Market Slack?

    The unemployment rate doesn’t help us gauge the extent of labor market slack. The actual employment gap that exists also consists of a slack component.

    By Surbhi Jain
  • uploads///Vanguard  Index Fund Investor Class VFINX
    Company & Industry Overviews

    US Stock Indexes Fell in December amid Falling Oil Prices

    Let’s see why US stock indexes fell. The three US equity indexes that we review in this December recap series fell from November 30 to December 31, 2015.

    By Lynn Noah
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    Company & Industry Overviews

    A Must-Read Structural Analysis of EBSAX

    EBSAX has given a total return of 10.8% to its investors since its inception on March 1, 2013.

    By Ivan Kading
  • uploads///article
    Macroeconomic Analysis

    A Look at Current and Future Scenarios of the Energy Sector

    The monthly and quarterly returns of the S&P energy sector index fell by 6.7% and 17.4%, respectively, for the period ending September 2015.

    By Seth Bennett
  • uploads///Percentage Shares of US Gross Domestic Product
    Macroeconomic Analysis

    Importance of Spending on US GDP and Related Mutual Funds

    Nearly 68% of the US GDP is composed of PCE or consumer spending. The negative value of net exports shows that the United States imports more than it exports, and this eats into the total economic output.

    By David Ashworth
  • Energy & Utilities

    Comparing expense ratios for mutual funds and important ETFs

    As exchange-traded funds (or ETFs) continue to gain popularity on account of offering investors a low-cost alternative to many popular mutual funds, the case for ETFs remains strong.

    By Surbhi Jain
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