My mother got a recommendation from a Vanguard advisor and to me it seems like they’re trying to make things more confusing than they need to (so you feel like you have to use their advising services probably).
Is there a tool online where I can enter in a mutual fund name and get a breakdown of its contents by market cap? Ie VTEXAMPLE has 60% large cap, 30% mid cap, 10% small cap. Something along those lines.
My goal is to illustrate that the recommended funds are too numerous and she can likely achieve the same end with fewer Vanguard index funds.