Vanguard factor portfolio strategies guide

September 4, 2019

 

While factor-based products have become trendy in the financial services industry, related concepts have been around for decades. What’s new is the understanding that these types of focused investments represent the underlying characteristics that drive investment performance.

Use this piece to:

  • Understand the different products offered in our factor-based lineup of funds.
  • Get practical tips for how you can best incorporate the various factor-based products into your clients' portfolios.
  • Learn about the tools/resources to evaluate and compare your portfolios factor exposure.

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Notes:

  • All investing is subject to risk, including the possible loss of the money you invest.
  • Factor funds are subject to investment style risk, which is the chance that returns from the types of stocks in which the fund invests will trail returns from U.S. stock markets. Factor funds are subject to manager risk, which is the chance that poor security selection will cause the fund to underperform relevant benchmarks or other funds with a similar investment objective.
  • Funds that concentrate on a relatively narrow market sector face the risk of higher share-price volatility.

 

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