Daniel Sotiroff

1 month ago | morningstar.com | Daniel Sotiroff |Ivanna Hampton

Ivanna Hampton: Welcome to Investing Insights. I‘m your host, Ivanna Hampton. Concerns about sticky inflation are sending many investors looking for a direct hedge against it. Treasury Inflation-Protected Securities, or TIPS, are designed to do that. You can buy TIPS bonds directly or invest in funds that do it for you. Exchange-traded funds provide an easier way to invest in TIPS. However, there are still risks investors should consider before tweaking their portfolios.

2 months ago | morningstar.com | Daniel Sotiroff |Susan Dziubinski

Susan Dziubinski: So that’s a look at the funds and the investments. Now, you and I sat down about six months ago after Vanguard announced that it had brought in a new CEO from BlackRock, Salim Ramji. Now he’s only been on the job for six months, but what are your impressions so far of what he’s been saying? Anything that he’s been doing? Daniel Sotiroff: This is like the $10 trillion question. It’s what everybody wants to know.

2 months ago | morningstar.com | Daniel Sotiroff |Susan Dziubinski

Susan Dziubinski: We talked a little bit, of course, about that shift toward the ETF part of the business rather than the mutual fund part of the business. Did Vanguard launch, would you say, any notable ETFs in 2024 that maybe investors should have on their radar? Daniel Sotiroff: Yes. This has been an area where they’ve been very busy. We’ve seen a lot more launches coming out of Vanguard in the last, say, year and a half than we probably have seen in a long time.

2 months ago | morningstar.com | Daniel Sotiroff |Susan Dziubinski

Susan Dziubinski: Did Morningstar upgrade or downgrade its Medalist Ratings on any what we might call “notable” Vanguard funds last year, and what were those changes? Daniel Sotiroff: Not a lot. And again, this goes back to what we were talking about with performance. There isn’t a lot that changes, and that’s one of the reasons we like Vanguard. As long-term investments, you shouldn’t see a lot of things that are changing, so not a lot of changes.

Mar 25, 2025 | morningstar.com | Daniel Sotiroff |Susan Dziubinski

Susan Dziubinski: How about manager departures or subadvisor changes at Vanguard last year? Were there any that you would say were particularly notable, and if yes, were there any changes to any of the Morningstar Medalist Ratings as a result of a manager change? Daniel Sotiroff: So, there were a few changes. The first one, and I think you actually brought this up, was Jean Hynes on Vanguard Health Care VGHCX. This was somewhat of an expected departure.