Index funds

The study, from a top NVDR executive and an IMF research economist, crunched zillions of numbers to determine the thresholds.

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.

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.

From coffee to mind-altering drugs, the actively managed funds can have very niche focuses — and wildly varying returns.

Often-obscure factors affect the returns of individual funds that mirror similar indexes. Here's what you need to know.

Actively-managed funds that are flooding the market put a complicated twist on low-cost passive investing.

Active ETFs are blurring the line between passive and active investing, a new Cerulli report shows.

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.

Institutions with notable holdings in multiple firms across industries are less likely to panic sell, according to the researchers.

After buying JustInvest, the low-cost-investing giant has an opportunity to wring fees out of this new alternative to ETFs, writes Allan Roth.