The biggest index fund companies follow the house view, which means at least 75% of their funds voted the same way, on environmental and social issues.
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Data & Research
Home to more than $249 billion, these funds have expense ratios more than 20 basis points higher than the industry average.
March 13
The average expense ratio among the poorest performers was 11 basis points lower than the category’s leaders.
March 5
The Fed’s pause on interest rate hikes has been a “net positive” for the category, an expert says.
February 20
The average fee was nearly 20 basis points higher than the top-performer.
February 13
Multiple rate hikes by the Fed last year contributed to less-than-stellar results.
February 6
The 20 top-performers are largely comprised of low-cost tech offerings.
February 19
Although roughly 40% of the actively managed industry beat their indexes, the worst-performers eked out an average gain of just 1.07%.
February 12
They’re more expensive than their passive peers. But did they beat their benchmarks?
February 5
Steady gains made in equity markets last year were "clearly a tailwind,” an expert says.
January 29
“Investment allocations can differ from one fund to another, and so do the expense ratios,” an expert cautions.
January 22