The Advised Advantage: Our new active equity offer is here

Another way to customize your portfolio

Vanguard Personal Advisor Services® is committed to bringing you personalized options for your portfolio.

We’re pleased to announce that you now have access to an expanded active equity lineup that consists of 3 new mutual funds and 2 existing products—Vanguard Capital Opportunity Fund and Vanguard International Core Stock Fund.

Designed to meet the evolving needs and preferences of investors looking for more active within their portfolio, the new offer provides broad global active equity exposure and the potential for enhanced long-term performance.

 

A look at the funds

 

Fund name

Expense ratio

Fund manager

Fund description

Vanguard Advice Select Dividend Growth Fund 0.45% Wellington Management Company LLP This fund invests in U.S. stocks and is designed to provide investors with some income while offering exposure to dividend-focused companies across all industries. It focuses on high-quality companies that have both the ability and the commitment to grow their dividends over time.
Vanguard Advice Select Global Value Fund 0.40% Wellington Management Company LLP The fund provides global, all-cap, contrarian value exposure by investing in discounted companies that are being avoided or overlooked due to uncertainty or complacency.
Vanguard Advice Select International Growth Fund 0.42% Baillie Gifford Overseas Ltd. The fund focuses on non-U.S. companies with high growth potential. It employs an aggressive approach that attempts to capitalize on global economic expansion.
Vanguard Capital Opportunity Fund 0.36% PRIMECAP Management Company This aggressive growth fund invests in companies of various sizes that the managers believe will grow in time, but may be volatile in the short-term. The fund managers have a long-term perspective and ignore short-term market “noise.”
Vanguard International Core Stock Fund 0.35% Wellington Management Company LLP The fund offers exposure to developed and emerging non-U.S. markets and is diversified across a range of sectors. The fund’s advisors look to construct a portfolio that blends growth and value styles.

Fund name

Vanguard Advice Select Dividend Growth Fund


Expense ratio

0.45%


Fund manager

Wellington Management Company LLP

Fund description

This fund invests in U.S. stocks and is designed to provide investors with some income while offering exposure to dividend-focused companies across all industries. It focuses on high-quality companies that have both the ability and the commitment to grow their dividends over time.

Fund name

Vanguard Advice Select Global Value Fund


Expense ratio

0.40%


Fund manager

Wellington Management Company LLP

Fund description

The fund provides global, all-cap, contrarian value exposure by investing in discounted companies that are being avoided or overlooked due to uncertainty or complacency.

Fund name

Vanguard Advice Select International Growth Fund


Expense ratio

0.42%


Fund manager

Baillie Gifford Overseas Ltd.

Fund description

The fund focuses on non-U.S. companies with high growth potential. It employs an aggressive approach that attempts to capitalize on global economic expansion.

Fund name

Vanguard Capital Opportunity Fund


Expense ratio

0.36%


Fund manager

PRIMECAP Management Company

Fund description

This aggressive growth fund invests in companies of various sizes that the managers believe will grow in time, but may be volatile in the short-term. The fund managers have a long-term perspective and ignore short-term market “noise.”

Fund name

Vanguard International Core Stock Fund


Expense ratio

0.35%


Fund manager

Wellington Management Company LLP

Fund description

The fund offers exposure to developed and emerging non-U.S. markets and is diversified across a range of sectors. The fund’s advisors look to construct a portfolio that blends growth and value styles.

 

“Managed by top-tier portfolio managers, the funds will allow us to further personalize your portfolio and provide the potential to drive improved outcomes over the long-term,” said Yan Pu, head of Retail Advice Methodology.

Our active equity offer isn’t appropriate for everyone. It comes with greater costs and additional risks, including more concentrated strategies and higher alpha potential as portfolio managers attempt to outperform index benchmarks to generate potentially greater after-tax returns.

So, how do you know if it’s right for you?

 

Your advisor will help determine if active is right for you

The funds are an ideal fit for those with sufficient risk tolerance and the patience and discipline to endure periods of underperformance for the long-term potential to outperform the broad market.

Vanguard has a history as a leader in active investment management.* As a result, our advisors are passionate and knowledgeable about the value active funds can provide in a portfolio when it aligns with your long-term goals, investing style, and risk profile.

At a future appointment, they’ll discuss our active equity offer with you in more detail and help determine if any portfolio changes make sense for you. You can count on us to help you find the right balance for your unique needs.

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*For the 10-year period ended December 31, 2021, 86% of Vanguard actively managed funds outperformed their peer group averages. Source: Lipper, a Thomson Reuters Company. As of December 31, 2021, Vanguard is the third largest provider of active funds globally with US$1.4 trillion in active assets under management.

For more information about Vanguard funds, visit vanguard.com to obtain a prospectus, or, if available, a summary prospectus. Investment objectives, risks, charges, expenses, and other important information about a fund are contained in the prospectus; read and consider it carefully before investing.

All investing is subject to risk, including the possible loss of the money you invest.

Diversification does not ensure a profit or protect against a loss.

Investments in securities issued by non-U.S. companies and governments are subject to risks including country/regional risk and currency risk. These risks are especially high in emerging markets.

Advice services are provided by Vanguard Advisers, Inc. ("VAI"), a registered investment advisor, or by Vanguard National Trust Company, a federally chartered, limited-purpose trust company.

The services provided to clients who elect to receive ongoing advice will vary based upon the amount of assets in a portfolio. Please review Form CRS and the Vanguard Personal Advisor Services Brochure for important details about the service, including its asset-based service levels and fee breakpoints.

VAI is a subsidiary of The Vanguard Group, Inc., and an affiliate of Vanguard Marketing Corporation. Neither VAI nor its affiliates guarantee profits or protection from losses.

Vanguard Marketing Corporation, Distributor.