Vanguard small cap etf review

    • [DOCX File]Investment Policy Statement - Vanguard

      https://info.5y1.org/vanguard-small-cap-etf-review_1_2796c7.html

      The Committee shall review this Policy periodically to help ensure that it continues to reflect the Plan’s objectives and meet the needs of the Plan’s participants. ... Vanguard Small Cap Index Inv. ... VGSIX. Real Estate. Passive * Denotes the Plan’s default fund (s) Vanguard ETF Shares are not redeemable with the issuing Fund other than ...

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    • [DOC File]Not All Index ETFs Are

      https://info.5y1.org/vanguard-small-cap-etf-review_1_22fa95.html

      The most rapidly growing sectors of the ETF marketplace are those -- no surprise -- that have been the leaders in the recent bull market: indexes of small-cap stocks, energy, emerging markets, international, real estate and, most recently, commodities (especially gold and oil).

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    • [DOC File]Microsoft Word - Investment Strategy.doc

      https://info.5y1.org/vanguard-small-cap-etf-review_1_60c5c4.html

      ETF . Large Blend – Dividend. 12% VIG . Large Blend. 11% VTI . Mid Cap Growth. 14%. VOT. Mid Cap Value 16% VOE. Small Cap Growth . 15%. VBK. Small Cap Value. 16% VBR. International 8% VEU . Emerging Markets 8% VWO. Total 100% . Allocation Adjustments . Annual review of portfolio asset allocation occurs at the January meeting. This review ...

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    • [DOCX File]Year-End 2016 Investment Commentary - AdvisorIntelligence

      https://info.5y1.org/vanguard-small-cap-etf-review_1_b1fd55.html

      2016 Market Review. Global stocks performed well both in absolute terms and relative to core bonds this year, with U.S. stocks again taking the lead. Large-cap stocks (Vanguard 500 Index) gained 11.8% and small-cap stocks (iShares Russell 2000 ETF) surged 21.6%. (This marked the eighth straight year the large-cap S&P 500 Index had a positive ...

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    • [DOC File]Sample Presentation - Wander Financial

      https://info.5y1.org/vanguard-small-cap-etf-review_1_b40f89.html

      The following report is a diagnostic tool intended to review your current financial situation and suggest potential planning ideas and concepts that may be of benefit. ... Holding Name Asset Name Market Value Asset Class Vanguard Asset Allocation Fund Admiral Shares Variable Annuity $287,010 Balanced Holdings Details ... Core S&P Mid-Cap ETF ...

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    • [DOC File]2003 Financial Review - Biglaw Investor

      https://info.5y1.org/vanguard-small-cap-etf-review_1_c9c30c.html

      The allocation between large, mid, and small-cap stocks should roughly be the same as the U.S. stock market or 65/25/10 per the Vanguard Portfolio Analysis section on their web site in 2006. Dale prescribes to the theory that Emerging Market stocks should be included in a portfolio for diversification and therefore deserve a 20% allocation of ...

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