Indexes have changed a lot over the past century. What was once state-of-the-art is now antiquated. The first indexes used information that was available, not what was best for building a portfolio.

Key Takeaways Index funds consistently outperform actively managed funds.Index funds are also lower-cost and more tax-efficient.Indeed, indexing can be a viable strategy to achieve desired retirement ...

It’s an open-ended index fund replicating the Nasdaq 100 Index. With attractive returns clocked by this index attracting ...

(k) index funds may be more heavily weighted toward technology stocks than investors realize, which can expose them to hidden sector-specific risks.

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 ...

Tariffs or no tariffs, you need a core holding to carry you through the next 30 years. Our sortable scorecard of 52 Best Buys will take you to it. Buy the dip? That takes some fortitude, when world ...

With almost $900 billion and more than 7 million participants, the US Federal Government’s Thrift Savings Plan is the largest retirement plan in the world. This series of articles answers some of the ...

Warren Buffett, the CEO of Berkshire Hathaway, is one of the most successful investors in history. His ability to pick the right stocks netted him an average annual return of almost 20% between 1965 ...

One S&P 500 please, hold the diversity, equity and inclusion. That is the proposed selling point of a new index fund launching Tuesday: The exchange-traded fund mirrors the S&P 500 but excludes 37 ...

If you’re parking cash in a money market fund while waiting for recent market volatility to subside, you might be paying dearly for that safe spot. Many money market funds still carry high expense ...

R-squared is a statistical measure that shows how similar a mutual fund’s performance is to its benchmark, such as the NSE ...

Forbes contributors publish independent expert analyses and insights. Many investors achieve their investment goals using just mutual funds because of their breadth of options, relatively low costs ...