Index funds are a common choice among long-term investors. Learn more about how to invest in index funds within different sectors and industries in this primer.
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.
Target-date funds, also sometimes called life cycle funds, offer some simplicity, but it’s important to be aware of the drawbacks before investing.
In recent years, passively managed index funds have attracted big money flows. What are the advantages and risks of investing in index funds?
Avoid that dreaded all-your-eggs-in-one-basket cliché and look to a bin of mutual funds for diversification.
Learn more in this guide about how to invest in mutual funds, which can help diversify your portfolio and provide exposure to many parts of the market.
What’s the difference between ETFs vs. mutual funds? Learn how some investors choose ETFs and mutual funds to pursue portfolio diversification.
Diversification is your safe harbor for investments, and exchange-traded funds might be one port to drop anchor.
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.
There’s a way to generate “income” from dead investments, even if they aren’t optionable—how to hedge mutual funds with options.
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.
Some economists suggest that robo trading and index funds are making sectors correlate more closely, but recent market action might suggests otherwise.
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.
Exchange-traded funds (ETFs) allow individual investors a shot in the big world of emerging and frontier markets. Risks apply.
Socially responsible investing is maturing, growing in assets, and moving into new territory. Find out where ESG investing is heading next.
Learn about the VIX and other volatility indexes and how some investors use them to assess potential risk.
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.
Why do stock indices change their components and what happens when there's a change?
Use thinkorswim to analyze exchange-traded funds, find stocks that are trading above a 200-, 100-, or 50-day simple moving average, and look up stock symbols quickly.
ETFs may be used to produce a stream of income, and offer potential benefits of portfolio diversification.
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.
Growth stocks and growth mutual funds can fit into investment portfolios of people planning to retire in the coming few years, retirement experts say.
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.
Whether just starting out, or in need of a little refresher, determine your exchange-traded fund (ETF) compatibility.
What is a smart-beta ETF? Explore what qualifies as a smart-beta fund and what systems define this type of ETF.
Do Not Sell or Share My Personal Information
Content intended for educational/informational purposes only. Not investment advice, or a recommendation of any security, strategy, or account type.
Be sure to understand all risks involved with each strategy, including commission costs, before attempting to place any trade. Clients must consider all relevant risk factors, including their own personal financial situations, before trading.
Market volatility, volume, and system availability may delay account access and trade executions.
Past performance of a security or strategy does not guarantee future results or success.
Options are not suitable for all investors as the special risks inherent to options trading may expose investors to potentially rapid and substantial losses. Options trading subject to TD Ameritrade review and approval. Please read Characteristics and Risks of Standardized Options before investing in options.
Supporting documentation for any claims, comparisons, statistics, or other technical data will be supplied upon request.
This is not an offer or solicitation in any jurisdiction where we are not authorized to do business or where such offer or solicitation would be contrary to the local laws and regulations of that jurisdiction, including, but not limited to persons residing in Australia, Canada, Hong Kong, Japan, Saudi Arabia, Singapore, UK, and the countries of the European Union.
TD Ameritrade, Inc., member FINRA/SIPC, a subsidiary of The Charles Schwab Corporation. © 2024 Charles Schwab & Co. Inc. All rights reserved.