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 ...

Learn how index funds invest in market indexes like the S&P 500 for broad diversification and market performance replication.

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 ...

To invest in index funds tax-efficiently, investors should consider doing so via an individual savings account (ISA). If ...

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 ...

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 ...

The investment seeks total return that corresponds with the total return of the Bloomberg Barclays U.S. Aggregate Bond Index. The fund invests at least 80% of its assets in bonds within its benchmark ...

Investors must evaluate mutual funds beyond returns, considering their risk profiles, strategies, and costs. A thorough ...

Discover how quantitative analysis can illuminate hedge fund performance, offering insights into risk metrics and benchmarks ...

A fund that tracks performance of a large basket of U.S. stocks is a staple of many portfolios. In the past, American investors often picked single large-cap stocks with an emphasis on so-called “blue ...

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 ...