Investment insights

Can a single mega total-market index fund outperform an equally weighted basket of large-cap, mid-cap and small-cap funds? The answer may surprise you.

Concentrate on the factors that you and your clients can control.

The increase in real estate exposure is an “extraordinary move," according to an industry observer.

While the firm's conquest of the money-management business may seem inevitable, it’s a mistake to extrapolate its recent success into the future.

Actively managed mutual funds and ETFs that own domestic stocks experienced $98.5 billion in net redemptions in the first six months of 2017, according to Morningstar.

Fundamental indexing is drawing more scrutiny, and greater concern about how these indexes are assembled.

The influence of index and ETFs is growing, but it's not destabilizing yet.

U.S. Global's fund enters the market at a time when the precious metal is down roughly 10% from its peak a year ago.