https://investor.vanguard.com/investmen ... file/vgpmx
Vanguard has a fund I have never considered “Global Capital Cycles Fund”
From vanguard website:
This fund looks for opportunities arising from changing investor sentiment resulting from cycles of under- and overinvestment in capital-intensive industries. At least 25% of the fund will be invested in precious metals and mining securities. It also focuses on opportunities to invest in companies with scarce, high-quality infrastructure assets—typically in utilities and telecommunications—that are viewed as irreplaceable and therefore have enduring value. In addition to stock market risk, the fund is subject to currency risk and country risk. Long-term investors seeking global equity exposure and who are comfortable with the added volatility in international investing may wish to consider this fund.
Its expense ratio is .44% is my first reason not to like it. Are there other funds like this (let’s call it an investment in “ enduring value “ - vanguard’s words) one might consider that has lower expenses or a different type of portfolio in this search for untraditional value investments? I do currently own a small amount of vanguard value etf along with my three fund portfolio.
Vanguard has a fund I have never considered “Global Capital Cycles Fund”
From vanguard website:
This fund looks for opportunities arising from changing investor sentiment resulting from cycles of under- and overinvestment in capital-intensive industries. At least 25% of the fund will be invested in precious metals and mining securities. It also focuses on opportunities to invest in companies with scarce, high-quality infrastructure assets—typically in utilities and telecommunications—that are viewed as irreplaceable and therefore have enduring value. In addition to stock market risk, the fund is subject to currency risk and country risk. Long-term investors seeking global equity exposure and who are comfortable with the added volatility in international investing may wish to consider this fund.
Its expense ratio is .44% is my first reason not to like it. Are there other funds like this (let’s call it an investment in “ enduring value “ - vanguard’s words) one might consider that has lower expenses or a different type of portfolio in this search for untraditional value investments? I do currently own a small amount of vanguard value etf along with my three fund portfolio.
Statistics: Posted by Parkinglotracer — Wed Aug 27, 2025 9:22 am — Replies 0 — Views 31