Index funds, mutual funds, exchange-traded funds (ETFs). Actively managed funds versus passive management. What do all these terms mean? Here’s a breakdown for investors.
Index funds—those typically low-expense-ratio, passively managed funds that attempt to mirror the performance of stock indices—are a common choice among long-term investors. Here’s a quick primer.
Target date funds, also sometimes called life cycle funds, offer some simplicity, but it’s important to be aware of the drawbacks before investing.
Avoid that dreaded all-your-eggs-in-one-basket cliché and look to a bin of mutual funds for diversification.
In recent years, passively managed index funds have attracted big money flows. What are the advantages and risks of investing in index funds?
If you want more diversification in your portfolio, don’t forget about the humble mutual fund, which can help provide exposure to many parts of the market.
Mutual funds are one of the most popular investment choices some people make when seeking to build a diversified portfolio. Find out why and learn how to choose mutual funds that align with your savings goals.
Diversification is your safe harbor for investments, and exchange-traded funds might be one port to drop anchor.
What’s the difference: ETF vs mutual funds? Exchange-traded funds and mutual funds are two avenues chosen by some investors to pursue diversification. Learn more here.
Fixed index annuities help balance growth and capital preservation in your portfolio. You receive a fixed interest payment from the annuity but also limit your upside and downside potential. You could consider investing in a fixed index annuity when you're close to retirement.
Learn about the VIX and other volatility indexes and how some investors use them to assess potential risk.
Socially responsible investing is maturing, growing in assets, and moving into new territory. Find out where ESG investing is heading next.
The rising costs and spotty track record of actively managed funds leads some investors straight to indexing. Others are looking for their stock market savior.
Why do stock indices change their components and what happens when there's a change?
There’s a way to generate “income” from dead investments, even if they aren’t optionable—how to hedge mutual funds with options.
Exchange-traded funds (ETFs) allow individual investors a shot in the big world of emerging and frontier markets. Risks apply.
When deciding whether to invest in ETFs or mutual funds, it may help to know whether you're an active or buy-and-hold investor.
Mutual funds and exchange-traded funds incur expenses, which can be passed on to the fund’s investors. The expense ratio, expressed as a percentage, represents the annual fee a fund charges its investors or shareholders.
ETFs may be used to produce a stream of income, and offer potential benefits of portfolio diversification.
Whether just starting out, or in need of a little refresher, determine your exchange-traded fund (ETF) compatibility.
While no single indicator can provide a full, guaranteed snapshot of an economy, the Conference Board Leading Economic Index® (LEI) covers a lot of ground.
Some economists suggest that robo trading and index funds are making sectors correlate more closely, but recent market action might suggests otherwise.
Intermarket analysis and far-reaching ETFs can help you tackle global markets.
Ask yourself if your investing goals and personality traits favor active or passive strategies—or combining the best of both in a smart beta approach.
What is a smart-beta ETF? Explore what qualifies as a smart-beta fund and what systems define this type of ETF.
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