Learn how index funds invest in market indexes like the S&P 500 for broad diversification and market performance replication.

Exchange-traded funds (ETFs) and index funds both offer a straightforward way to diversify your investment portfolio. Both fund types can have low fees, though index funds often charge less. You may ...

The ability to outperform during volatile periods is an oft-touted benefit of actively managed mutual funds and ETFs. However, just 33% beat their average index fund counterpart from July 2024 through ...

Municipal bond funds like TFI are best suited for investors with a marginal tax rate of 24% or higher, due to tax-equivalent yields. Open-ended ETFs like TFI avoid large discounts/premiums to NAV but ...

Index Funds are solid investment vehicles that track major indices, offering broad exposure to the stock market. They are considered low-risk investment tools as they track broadly diversified indices ...

U.S. large caps as a whole are reliable, but not necessarily the best, long-term performers. There’s one sector in particular you can safely make a point of overweighting. Deglobalization is slowly ...

Ask a beginner retail investor what they think best predicts whether a fund will outperform, and the answers tend to vary. Some point to the long-running dominance of U.S.-focused funds as evidence of ...

A Morningstar study reveals that passively managed index funds generally outperform actively managed funds. Lower operating costs are a key factor in the superior performance of index funds. This ...

Most of the largest active bond funds beat their peers in the quarter, while most of the largest index funds lagged. The PIMCO Total Return Fund tied for the top rank among the largest active funds.

The Vanguard S&P 500 Growth Index Fund tracks the S&P 500 Growth Index, focusing on large-cap U.S. stocks with strong growth metrics and momentum. VOOG uses a capped weighting method to limit ...