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 ...

"Index funds can help investors achieve long-term success through their low costs, broad diversification, low turnover and ...

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 ...

CEFS is an actively managed fund investing in a diversified portfolio of closed-end funds. CEFS's strategy has worked exceedingly well in the past, with the fund outperforming the vast majority of its ...

VOO offers a lower expense ratio than SPY: 0.03% compared to 0.09%. This means investors can expect to pay $3 per year in fees for every $10,000 invested with VOO, compared to $9 per year with SPY.

Explore how index funds offer effective diversification with low expenses. Learn how to include them in your portfolio for a ...

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 ...

Finding a financial advisor doesn't have to be hard. SmartAsset's free tool matches you with up to three fiduciary financial advisors that serve your area in minutes. Each advisor has been vetted by ...

The fund has returned 17.04 percent over the past year, 22.07 percent over the past three years, 13.01 percent over the past five years and 14.14 percent over the past decade. The fund seeks a ...

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 ...

XA Investments LLC ('XAI”), a leader in closed-end interval and tender offer fund research, announced it plans to expand the XAI Interval Fund Index™ ('INTVL”) suite with its first sub-index. Expected ...