If you were asked to explain the dynamics of the index fund market right now, could you do it? With the growing popularity of index-tracking funds, it's crucial for advisors to keep up with the ...

Forbes contributors publish independent expert analyses and insights. Catherine Brock covers personal finance and investing. Vanguard and Fidelity offer popular index funds with competitive expense ...

Understanding the differences between mutual funds and index funds is fundamental for any investor navigating the diverse landscape of investment options. While both vehicles play critical roles in ...

It’s easy to become a hyperfocused investor. With so much investment information available, you can spend all your time chasing advisor suggestions, scrolling through financial articles, and screening ...

A fund that tracks performance of a large basket of U.S. stocks is a staple of many portfolios. In the past, American investors often picked single large-cap stocks with an emphasis on so-called “blue ...

This article was written by Vikas Jain, Index Quant Research and Yingjin Gan, Head of Index Research at Bloomberg. Over the past few decades, index-linked (passive funds) have experienced substantial ...

Buying shares of a fund rather than individual stocks makes it easier to invest. Funds offer instant portfolio diversification with very little work. You don't have to stay informed on dozens of ...

XA Investments LLC (“XAI”), a leader in closed-end interval and tender offer fund research, announces the launch of the XAI ...

Allspring Index Asset Allocation Fund beat its benchmark in Q3 2025 through effective tactical positioning. Review the ...