Comparing index funds can help you align your investment goals, risk profile and financial strategy. Key aspects to consider include the cost of managing the fund, how closely it follows its benchmark ...

Forbes contributors publish independent expert analyses and insights. Catherine Brock covers personal finance and investing. Vanguard and Fidelity offer popular index funds with competitive expense ...

Like many indexes, the S&P 500 is market capitalization-weighted, which means the greater the size of the company, the more ...

Exchange-traded funds (ETFs) and index funds both offer a straightforward way to diversify your investment portfolio. Both fund types can have low fees, though index funds often charge less. You may ...

Vanguard and BlackRock lead with passive strategie... Vanguard remains the largest fund family in the US, managing over $8.5 trillion in assets. While the firm offers a robust selection of actively ...

It’s easier to make a case for using fairly priced, proven active bond funds than it is for stock funds. That’s the upshot of recent research by Morningstar’s Eric Jacobson and Maciej Kowara. In “The ...

The fund has returned 13.47 percent over the past year, 19.65 percent over the past three years, 14.01 percent over the past five years and 13.91 percent over the past decade. The fund seeks a ...

The three main differences between index funds and mutual funds are management style, investment objective and cost. Index funds tend to be the clear winner over the long term. Many, or all, of the ...

This article was written by Vikas Jain, Index Quant Research and Yingjin Gan, Head of Index Research at Bloomberg. Over the past few decades, index-linked (passive funds) have experienced substantial ...

The fund delivered positive absolute returns in Q3 but trailed its benchmark as short positions weighed on performance in a ...

Discover essential metrics like alpha, beta, and Sharpe ratio for evaluating mutual fund risk-return tradeoffs. Learn how to assess potential returns and risks effectively.