Follow My 529

Asset Allocation & Rebalancing of a 529 Index Fund Portfolio

Vanguard Index Fund vs. Vanguard Actively Managed Fund

Interesting article over at TheStreet.com. It says Vanguard’s actively managed funds have outperformed their index fund counterparts (I have not verified these claims myself; at some point I may want to do this study). The performance of the actively managed funds is credited to the quality managers (remember, most actively managed funds are only as [...]

Finding an Age-Based 529 Mutual Fund

I have spent the last week reviewing 529 age-based mutual funds. I wanted to use Fidelity’s 529 age-based mutual fund, but I have no way of finding the NAV (net asset value) of the fund on a particular day. I need to know the NAV on the same day that my automatic investment is made [...]

Vanguard 529 Index Fund Portfolio Update – April 2010

Another month has passed. Genevieve is doing well and growing fast. Also, her 529 is growing at a good clip. Her 529 has increased in value by 5.9%, which is excellent for a two-month period (and includes gift money). If you look at only the funds I have added to the account, it is up [...]

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Follow along as I test three portfolios against each other—using my own money! You have read the investment blogs, now see these theories in action.

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