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.

Not only are the portfolios similar, but performance is nearly identical, writes Bloomberg’s Aaron Brown.

Aside from their rock-bottom fees, those with the largest gains have at least one commonality: asset allocation.

If Biden’s proposal is enacted, Nir Kaissar writes many investors will dump their funds to avoid paying a higher tax down the road.

The 20 funds in this ranking shed more than $793 billion over the period.

The firm has been locked in a contest with runner-up Vanguard for flows, with the latter winning last year for the first time since 2013.

Here are the industry’s top 20, which brought in more than $700 billion in assets.

Over the past year, the lineup of stock and bond funds notched an average gain of more than 25%.

The skewed allocations “may significantly change fund performance and use case suitability until rebalance dates,” analysts say.

The new fund, expected to begin trading next quarter, will carry an expense ratio of less than half the new actively managed offering.

For investors, Biden represents an attitude shift from the era of Trump, who famously made the Dow a barometer of his success.