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.

Beginner investors might wonder "what is a mutual fund?" Here, we answer that question and look at the pros and cons of ...

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 ...

Like many indexes, the S&P 500 is market capitalization-weighted, which means the greater the size of the company, the more ...

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 ...

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

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 ...

XA Investments LLC ('XAI”), a leader in closed-end interval and tender offer fund research, announced it plans to expand 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 ...

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 ...