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Sunday, October 24, 2021

Fund Crash Ratings for Wellesley, Wellington and Thornburg Income

Know your funds. Detailed comparison of risk profiles of Vanguard Wellseley (VWINX), Vanguard Wellington (VWELX) and Thornburg Investment Income Builder (TIBIX) funds. Which one is more sensitive to inflation or a financial crisis? What about Fed Tapers QE scenario? The funds are put through series of stress tests and the impacts are compared. Position level modeling allows for sector grouping and contribution analysis.

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