If you're saving for retirement through a 401(k), 403(b) or individual retirement account, you've likely come across both target-date funds and index funds as investment options. While both aim to ...

In the ever-evolving world of investment, index funds have emerged as a cornerstone for both new and seasoned investors. But ...

Index funds are one of the most popular types of investments because of their simplicity, low cost and diversification ...

These are wonderful companies, but such a high concentration runs counter to the diversification that an index-fund investor might want. A decade ago, the top three holdings of the SPDR S&P 500 ETF ...

“Stocks get the pixels, bonds get the dollars,” wrote my colleague Sylvester Flood in Morningstar’s Global Fund Flows report earlier this year. It’s a paradox, to be sure. For years, a ...

Index funds are mutual funds that seek only to mirror the performance of an underlying stock market index — not to outperform it. Millions of investors hold them in their portfolios because they ...

Bloomberg study Behind the Benchmark is examining U.S. active fixed income fund performance to assess fund returns versus benchmarks and evaluate the drivers behind performance.

Andy Smith is a Certified Financial Planner (CFP®), licensed realtor and educator with over 35 years of diverse financial management experience. He is an expert on personal finance, corporate finance ...

Index funds are among the cheapest investments you'll find, with some having expense ratios as low as 0.03%. They give you exposure to a large number of companies, some on the upswing and others that ...

S&P 500 index funds have been wonderful tools for investors who wish to avoid the risk of selecting their own stocks. Over recent years, the index has performed even better than usual, as it has ...