Learn how index funds invest in market indexes like the S&P 500 for broad diversification and market performance replication.

Comparing index funds can help you align your investment goals, risk profile and financial strategy. Key aspects to consider include the cost of managing the fund, how closely it follows its benchmark ...

To invest in index funds tax-efficiently, investors should consider doing so via an individual savings account (ISA). If ...

Forbes contributors publish independent expert analyses and insights. Catherine Brock covers personal finance and investing. Vanguard and Fidelity offer popular index funds with competitive expense ...

Discover how quantitative analysis can illuminate hedge fund performance, offering insights into risk metrics and benchmarks ...

The investment seeks total return that corresponds with the total return of the Bloomberg Barclays U.S. Aggregate Bond Index. The fund invests at least 80% of its assets in bonds within its benchmark ...

It’s easier to make a case for using fairly priced, proven active bond funds than it is for stock funds. That’s the upshot of recent research by Morningstar’s Eric Jacobson and Maciej Kowara. In “The ...

Vanguard and BlackRock lead with passive strategie... Vanguard remains the largest fund family in the US, managing over $8.5 trillion in assets. While the firm offers a robust selection of actively ...

Investors must evaluate mutual funds beyond returns, considering their risk profiles, strategies, and costs. A thorough ...

Mutual funds continue to be among the most popular investing tools for both individual and professional investors who seek to beat the market or simply access a broad swath of investments rather than ...

This article was written by Vikas Jain, Index Quant Research and Yingjin Gan, Head of Index Research at Bloomberg. Over the past few decades, index-linked (passive funds) have experienced substantial ...

Index funds are mutual funds that seek only to mirror the performance of an underlying stock market index — not to outperform it. Millions of investors hold them in their portfolios because they ...