VALLEY FORGE, PA — Vanguard has unveiled its first dynamic asset allocation fixed income model portfolios, offering financial advisors a streamlined solution to manage core fixed income assets for their clients. Named Vanguard Fixed Income Risk Diversification and Vanguard Fixed Income Total Return, these new additions aim to provide access to low-cost, high-quality portfolios tailored to diverse investment goals and timelines.
“Model portfolios empower financial advisors with streamlined investment manager research and ongoing portfolio construction and monitoring, so they can spend time on the things that really matter to their clients—like ensuring they’re meeting their investment goals,” said Brent Beardsley, Head of Advisor Solutions for Vanguard.
The Risk Diversification portfolio targets stable returns by investing in global investment-grade bonds designed to mitigate equity market volatility, with an expense ratio of 0.05%. Meanwhile, the Total Return portfolio balances diversification and wealth accumulation through exposure to both investment-grade and high-yield bonds, with a 0.08% expense ratio. Both portfolios are adjusted throughout the year using insights from Vanguard’s Capital Markets forecasts.
With over $2.6 trillion in assets under management, Vanguard’s Fixed Income Group has a long-standing record of strong performance, with 91% of its active fixed income funds outperforming their peers over the past decade. By introducing these model portfolios, the firm continues to leverage its expertise to enhance advisors’ capabilities and foster stronger client relationships.
For the latest news on everything happening in Chester County and the surrounding area, be sure to follow MyChesCo on Google News and MSN.