Index funds

The firm gathered nearly $1 billion since creating the industry’s first free index mutual funds in early August.

The difference between 0.03% and zero will prove to be bigger than three basis points.

Inflows have slowed? Actively managed funds would like to have that problem.

The bank has replaced dozens of high-cost offerings with more passive and enhanced actively managed products.

There’s only so many ways to mine this strategy and make money.

BlackRock, the world’s largest provider of ETFs, sees fixed income as a growth driver for indexed products.

Clients should not only check the fees, but also compare their after-tax returns.

The fund is expected to debut in the third quarter and will use an ETF of ETFs structure.

The average annualized return of the top 20 funds has been nearly 15%.

As a senior research analyst at Robo Global, Lisa Chai helps manage a portfolio of index funds with a focus on robotics, automation and AI-related companies.