While index providers and index fund managers play different roles, they are equally important to the index investing landscape. As index investing likely continues to grow, it will be important for ...
As we’ve discussed before, not all indexes are created the same way. One of the major differences, in addition to characteristics such as size and style, can be the weighting scheme. Once indexes have ...
Index funds are passive investments. They track an index with the aim of replicating that index’s performance minus expenses. Active funds, meanwhile, are led by managers who choose particular ...
The days of the star stock-picking portfolio manager are largely behind investors, with a few exceptions. For years, passive index funds have dominated the mutual fund and exchange-traded fund (ETF) ...
Index-construction differences among market-cap-weighted funds can materially impact performance in the small-cap arena because market impact costs are more meaningful. For example, the Russell 2000 ...
Please provide your email address to receive an email when new articles are posted on . Index funds are increasing in popularity due to their simplicity, low fees and consistent performance. However, ...
Finding a financial advisor doesn't have to be hard. SmartAsset's free tool matches you with up to three fiduciary financial ...
Index funds are a type of mutual fund or exchange-traded fund (ETF) that aims to replicate the performance of a specific market index such as the S&P 500. Unlike actively managed funds, where fund ...
Indexes aren’t just important for index funds. By creating a virtual portfolio that represents the “market” (or a specific style of sector), they also establish a “typical” return and risk level that ...