Index funds

An imagined conversation with the legendary Vanguard founder about the coronavirus market crash.

The ETF’s debut marks the first big entrant into the zero-cost space with the potential to shake up products from BlackRock, State Street and Vanguard.

Managers who are can differentiate with solid ESG credentials stand to prosper, especially as a younger generation begins saving for investment.

While the sustainable industry accounts for less than 1% of the $20.7 trillion held in U.S. mutual funds and ETFs, the space is growing fast.

Broad-basket commodity sector funds, as well as those long on oil, natural gas and precious metals, accounted for more than half of the laggards.

The 20 top-performers are largely comprised of low-cost tech offerings.

The investing strategy “is close to saturation,” and the cost of keeping up with the competition may be to blame, a new study suggests.

A flight to safety that saw funds in short-term bonds and utilities add cash as coronavirus dominated headlines has given way to a vigorous rally.

The FTC wants buyers and sellers to identify their largest shareholders, the extent of their influence and any communications they’ve had, sources say.

The tricky part is educating clients on how to recognize what constitutes underperformance and overperformance.

The fund will track the performance of companies that issue shares directed to either the investing public or the company’s founders and executives.

Although passive has steadily lured cash from active, this year assets in indexed equity funds topped those in active stock funds for the first time ever.

More than half of them track the industry’s top-performing category.

Funds that track custom-built indexes often seek exposure to securities based on factors like ESG and strategies that would typically be actively managed.

Despite the exodus, all of the mutual funds and ETFs on the list posted net gains for the year.

The $1.8 billion deal is expected to close in mid-2020.

At a meeting last year, the firm’s CEO discussed how behavior would be held to a higher standard than rank-and-file employees, people familiar with the matter said.

Funds' past performance is no guarantee of future performance — but if planners don't evaluate the past, how can they best communicate investment decisions to clients? Here's how to balance on that tightrope.

Some accuse index funds of promoting monopolies and distorting markets, among other horrors, but nothing has stemmed the wave of inflows to passive.

Like many trusts, the fund was designed to expire in 25 years, however tying it to the lives of a group of children born in the early 90s extended its own life.