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Often-obscure factors affect the returns of individual funds that mirror similar indexes. Here's what you need to know.
January 31 -
Actively-managed funds that are flooding the market put a complicated twist on low-cost passive investing.
January 17 -
Active ETFs are blurring the line between passive and active investing, a new Cerulli report shows.
January 16 -
Many indexes rebalance quarterly or twice a year, so they’re slow to reflect stocks whose wild swings no longer reflect an investor’s goals.
July 22 -
Institutions with notable holdings in multiple firms across industries are less likely to panic sell, according to the researchers.
July 20 -
After buying JustInvest, the low-cost-investing giant has an opportunity to wring fees out of this new alternative to ETFs, writes Allan Roth.
July 14Wealth Logic -
Not only are the portfolios similar, but performance is nearly identical, writes Bloomberg’s Aaron Brown.
May 7 -
Aside from their rock-bottom fees, those with the largest gains have at least one commonality: asset allocation.
April 29 -
If Biden’s proposal is enacted, Nir Kaissar writes many investors will dump their funds to avoid paying a higher tax down the road.
April 26 -
The 20 funds in this ranking shed more than $793 billion over the period.
March 25