Comparing index funds can help you align your investment goals, risk profile and financial strategy. Key aspects to consider include the cost of managing the fund, how closely it follows its benchmark ...

Bloomberg study Behind the Benchmark is examining U.S. active fixed income fund performance to assess fund returns versus ...

Forbes contributors publish independent expert analyses and insights. Catherine Brock covers personal finance and investing. Vanguard offers two exchange-traded funds that can easily stand in as core ...

The S&P 500 index fund, a staple in many investment portfolios through popular ETFs like VOO and SPY, is increasingly ...

For those new to investing or seasoned investors who like to keep things as simple and inexpensive as possible, an index fund could be your best friend. It's fair for beginning investors to ask "What ...

Important Disclosure: The content provided does not consider your particular circumstances and does not constitute personal advice. Some of the products promoted are from our affiliate partners from ...

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 ...

As Morningstar begins formal coverage of semiliquid funds, nearly all of which focus on some segment of private markets, one nagging question is: How should investors gauge a fund’s performance? When ...

If the dismal past performance of mutual funds hadn’t already convinced you of how difficult it is to beat the stock market, ...