The violations stem from a 2020 change where Vanguard lowered the minimum investment requirement for its institutional target ...
Vanguard Target Retirement 2070 Fund (VSVNX) Target retirement funds are a type of balanced allocation ETF, and VSVNX is one of the top choices to consider. The fund has a 0.08% expense ratio and ...
Electric power utility Evergy Inc. was hit with a proposed class action saying its employees’ 401(k) plan is filled with ...
The mutual fund titan harmed investors by failing to disclose risks relating to capital gains distributions in its retail ...
agreed to pay the sum for alleged "misleading statements" over the tax consequences of reducing the asset minimum for a low-cost version of its Target Retirement Funds. Lowering the asset minimum ...
This prompted many retirement plan investors to sell shares of the Investor TRFs and switch to institutional target-date funds. However, this triggered capital gains taxes for those sellers.
An investigation by the S.E.C. and several states found that the company had failed to notify investors of changes in the ...
The alleged violations stem from a 2020 change where Vanguard lowered the minimum investment requirement for its ...
The alleged violations stem from a 2020 change where Vanguard lowered the minimum investment requirement for its institutional target date funds. The payment of $106.41 million will be distributed ...