In the ever-evolving world of investment, index funds have emerged as a cornerstone for both new and seasoned investors. But what ...

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 ...

The three main differences between index funds and mutual funds are management style, investment objective and cost. Index funds tend to be the clear winner over the long term. Many, or all, of the ...

For retirees who are using income distributions from their investments to help cover living expenses, the small fees levied by index funds and ETFs ensure that more of those payouts flow to them.

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 ...

My selection process prioritized funds with low expense ratios, strong tracking accuracy to their underlying indices, and substantial assets under management (AUM) for liquidity. I evaluated each fund ...

The reason is because mid-caps outpaced both large and small counterparts for the 25 years ending June 30, 2025, accomplishing that feat while being less volatile than small-caps. I'll bet on VOT ...

Forbes contributors publish independent expert analyses and insights. William Baldwin covers investing, taxation and corporate finance. Tariffs or no tariffs, you need a core holding to carry you ...

Index provider FTSE Russell is modifying 20 indexes, and billions of dollars are likely to change hands as a result. The adjustment is coming in light of heightened market concentration, which has ...