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Vanguard Taps Experience And Expertise Of Wellington To Manage New Global Balanced Funds
Thanks @Ted and @TheShadow for bringing these funds and this article to the board.
I came across another article (I linked below) back in May, but in light of these funds introduction I thought it was worthy of re-posting. The article looks at using an single open ended mutual fund as the sole source for a 4% withdrawal rate in retirement.
VWINX was one of the funds research and the winner of the back test.
Just wondering if MFOers feel that a globally managed fund like Global Wellesley might serve a similar role in a retirement distribution strategy?
Comments
I came across another article (I linked below) back in May, but in light of these funds introduction I thought it was worthy of re-posting. The article looks at using an single open ended mutual fund as the sole source for a 4% withdrawal rate in retirement.
VWINX was one of the funds research and the winner of the back test.
Just wondering if MFOers feel that a globally managed fund like Global Wellesley might serve a similar role in a retirement distribution strategy?
Article:
long-term-growing-income-open-end-mutual-fund-possible
MFO discussion on VWINX:
https://mutualfundobserver.com/discuss/discussion/33358/vwinx