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A new Morningstar report says that tax benefits outstrip the appeal of creating and owning a bespoke basket of stocks.
April 7 -
The fund giant's move comes as asset managers face increasing political and social pressure over their stances on environmental, social and governance issues.
February 14 -
A new paper finds that baskets of single stocks are a better bet for minimizing capital gains taxes.
February 7 -
Despite a down 2022, these funds were the best over the last decade.
January 15 -
The strategy, which allows investors to cherry-pick stocks in a benchmark instead of owning a fund that tracks a specific gauge like the S&P 500, will have $825 billion in assets come 2026, Cerulli says.
December 7 -
The study, from a top NVDR executive and an IMF research economist, crunched zillions of numbers to determine the thresholds.
September 6 -
Most studies showing "tax alpha" through tax-loss harvesting assume investors are already rich, taxed in the highest brackets and flush with short-term capital gains.
August 23 -
A chief investment officer recounts the rise of “Bogle’s Folly” and delivers an optimistic preview of what the next phase of index investing’s growth will look like.
June 10Savant Wealth Management -
From coffee to mind-altering drugs, the actively managed funds can have very niche focuses — and wildly varying returns.
February 10 -
Often-obscure factors affect the returns of individual funds that mirror similar indexes. Here's what you need to know.
January 31