How to Identify Vanguard Small Cap Value Funds

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With vanguard, you just go to their site, type in vanguard small cap value fund and i'll tell you which ones they are. If you're looking for more of a broad view of all the funds in the world, use the fund screener at portfolio visualizer. The other thing you should be aware of is that vanguard has some fees on its funds, and evidently their going up.

In this episode we answer emails from Gen, Greg and Nathan. We discuss how to find funds using a fund screener and why you should not be using the investment account equivalents of blackberries and flip-phones any more, individual REIT selections, and value and growth data sources. I forgot to mention that the other individual REIT we hold is WY, which invests in timber (and thereby missed another opportunity to play the lumberjack song.)

And THEN we our go through our weekly and monthly portfolio reviews of the seven sample portfolios you can find at Portfolios | Risk Parity Radio.

Additional Links:

Fund Screener: Fund Screener (portfoliovisualizer.com)

Rob Berger Video About Vanguard's New Fees: Vanguard Fees Are Going Up -- Here's Why and How to Avoid Them - YouTube

Investopedia Article - Value vs. Growth in the S&P 500: Value or Growth Stocks: Which Is Better? (investopedia.com)

Value vs. Growth Over Time: Canterbury Investment Management - Value versus Growth: A Brief Historical View (canterburygroup.com)

DFA Matrix Book: Matrix+Book+2020.pdf (squarespace.com)

Walk For McKenna: Walk4McKenna - Father McKenna Center