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BusinessWeek
June 10, 2010 |
Big Funds, Small Returns Most of the 10 biggest actively managed stock mutual funds are in the red this year.   |
Financial Planning
June 1, 2013
Laton McCartney |
4 Smart Mutual Fund Strategies The picks that worked as markets raced higher may not be the best choices going forward. As you look ahead, consider these ideas. |
BusinessWeek
October 28, 2010
Suzanne Woolley |
A 401(k) Funds Popularity Contest A look at which actively managed mutual funds shepherd the most retirement assets, how well they do it, and where they are putting your money. |
BusinessWeek
September 30, 2010
Charles Stein |
Indexing Helps Vanguard Top Fidelity in Fund Assets The low-cost mutual fund house founded by John Bogle passes the home of once-giant fund Magellan as investors lose faith in stockpickers. |
BusinessWeek
September 27, 2004
Lauren Young |
Where to Shop at Vanguard Its actively managed funds have a big cost advantage. And while some of its best are out of reach for prospective investors, there are some worthy portfolios open for a $3,000 minimum. |
On Wall Street
April 1, 2012
Jeff Tjornehoj |
Benchmarking the Benchmarks The news hasn't been good lately for actively managed funds and their investors. In 2011, only one-third of large-cap fund managers beat the S&P 500 index. |
The Motley Fool
November 25, 2009
Dan Caplinger |
These 3 Tips Will Make You a Winning Investor Don't waste money on unnecessary investing costs. |
The Motley Fool
June 28, 2007
Amanda B. Kish |
Are Your Funds Really Performing? It's not enough to simply pick good mutual funds and hope that your money will grow. You need constant evaluation and comparison to keep your investment program on track. |
Financial Planning
May 1, 2006
Israelsen & Walker |
Evening the Odds A significant flaw in many active-versus-passive studies occurs when tallying the number of funds that under- or out-perform an index. Three steps could help level the playing field in the active-versus-passive debate. |
BusinessWeek
September 6, 2004
Lewis Braham |
How To Spot A Closet Index Fund When funds charge through the nose for index-like performance, it's particularly offensive. If you're holding an expensive index hugger, the best advice is to sell it. |
BusinessWeek
October 21, 2010
Christopher Condon |
Vanguard Outdraws BlackRock and State Street Vanguard's ETFs, with their low fees, are taking business from the ETF leaders. |
The Motley Fool
October 27, 2011
Selena Maranjian |
Mutual Funds That Are in the Closet Are No Bargain Make sure you're not severely overpaying for your funds. The problem is closet-indexing, which happens when a fund has too much in common with the S&P 500 index of 500 of America's biggest companies, or with some other index that serves as its benchmark. |
BusinessWeek
October 16, 2006 |
Table: Fidelity Funds' Performance Here's a look at how the portfolios of the world's largest mutual fund company have fared against peers and the broader market. |
The Motley Fool
June 4, 2009
Dan Caplinger |
These Buyers Will Launch Stocks Higher For fund managers who've kept money on the sidelines this year, the pressure's on to get fully invested -- and when those holdouts start buying, they'll likely push stocks even higher. |
Registered Rep.
June 10, 2011
Stan Luxenberg |
At Vanguard, Active Beats Passive -- Frequently Since John Bogle retired as chief executive in 1996, Vanguard has continued singing the praises of index funds and staying largely mute about the virtues of actively managed funds. |
The Motley Fool
August 29, 2007
Amanda B. Kish |
The Best Small-Cap ETFs These exchange-traded funds win the best-in-class award. Let's take a closer look at the iShares Russell 2000 Index ETF, the Vanguard Small-Cap ETF, the iShares Morningstar Small Core ETF, the iShares S&P 600 Value ETF, and the Vanguard Small-Cap Growth ETF. |
The Motley Fool
March 10, 2008
Selena Maranjian |
I'm Bucking the Trend Index funds are gaining momentum -- but should they? |
The Motley Fool
June 30, 2009
Dan Caplinger |
Do These Black-Sheep Investments Deserve Your Money? Don't feel compelled to stick with a below-average fund just because it's offered by an otherwise good fund family. |
The Motley Fool
January 27, 2010
Dan Caplinger |
These Investments Could Steer You Wrong Index funds and exchange-traded funds aren't perfect. |
Registered Rep.
October 1, 2002
Stan Luxenberg |
The Smart Way to Use Index Funds Now In the cold light of the bear market, advisors have discovered inherent flaws in the indices and the funds that track them. |
The Motley Fool
April 6, 2004
Selena Maranjian |
Learn About Stock Indexes For many people, index investing is the best way to get rich. |
Registered Rep.
June 25, 2010
Jerry Gleeson |
Vanguard Broadens ETF Platform The company that made its reputation with low-cost indexed investments said it will launch 19 new index funds and related ETFs over the next year, as well as an ETF that tracks its $91 billion Vanguard 500 Index Fund. |
The Motley Fool
May 17, 2005
Shannon Zimmerman |
Mutual Fund Price Wars The cheap get cheaper, and that's great news for fund investors. |
Financial Planning
May 1, 2006
Elizabeth O'Brien |
S&P Muscles in on Wilshire More and more index makers are offering the same products -- but they insist there's a difference. Planners should take the time to explain the differences to their individual clients in order to "manage expectations." |
The Motley Fool
June 8, 2007
Amanda B. Kish |
Foolish Weekly Fund Wrap-Up Barclays struggles to crack 401(k) market... Funds' cash stakes falling... Fidelity chasing market share... |
The Motley Fool
November 8, 2007
Dan Caplinger |
Fund Stars Stop Streaking Barring a huge recovery between now and year-end, 2007 looks like it may be the end of the road for impressive eight-year performance streaks for many mutual funds. |
The Motley Fool
May 31, 2007
Amanda B. Kish |
The Best Closed Mutual Funds: Part 1 Though closed to new money, these large-cap funds still excel: Dodge & Cox Stock... Vanguard Primecap... Fidelity Contrafund... |
The Motley Fool
December 8, 2004
Shannon Zimmerman |
ETFs and Falling Fund Fees The pricing pressure from ETFs is good news for index investors. But don't forget the brokerage fees. |
The Motley Fool
April 27, 2007
Amanda B. Kish |
Foolish Weekly Fund Wrap-Up Is what we know about active and passive investing wrong? This just stresses how important it is to take the time to research your funds before you buy -- to make sure you're buying those funds with the best chance of being winners. It can be done! |
The Motley Fool
September 9, 2011
Amanda B. Kish |
How to Make Money With Mutual Funds A lowdown on mutual funds. |
The Motley Fool
April 28, 2009
Dan Caplinger |
The Best Method for Simple Investing Depending on how you invest, making the right choice between ETFs and index mutual funds will give you exactly the portfolio you want. |
BusinessWeek
September 9, 2010
Sree Vidya Bhaktavatsalam |
Fund Managers Move in Lockstep Six of the 10 largest U.S. stock funds are almost totally in sync with the market. |
The Motley Fool
May 7, 2007
Amanda B. Kish |
Vanguard's Best Index Funds Which index funds should you have in your portfolio? Vanguard 500 Index Fund... Vanguard Small-Cap Index... Vanguard Total International Stock Index... etc. |
Financial Advisor
December 2004
Christopher P. Parr |
Look Mom! I Beat the S&P Again! Legg's Value Trust---relative fund superstar or absolute media hype? |
The Motley Fool
April 8, 2011
Dan Caplinger |
5 Stocks to Buy Before the Crowd Does It's never too early to start thinking about index rebalancing. |
The Motley Fool
May 18, 2007
Amanda B. Kish |
What Warren Buffett Thinks About ETFs The investment guru weighs in on the debate over index mutual funds vs. ETFs. |
Financial Planning
October 2, 2007
Craig L. Israelsen |
Smoothing the Path When comparing active and passive management, financial planners should look at the performance of the whole portfolio. What you find may surprise you. |
The Motley Fool
April 27, 2006
Chuck Saletta |
Dueling Fools: Mutual Funds Bear Problems ingrained in the basic structure of mutual funds typically make them bad investments. |
Registered Rep.
December 1, 2005
Stan Luxenberg |
Some Mutual Funds Win in Tax Game It's true, on average, that exchange-traded funds and separate accounts have tax advantages over mutual funds. But advisors shouldn't dismiss mutual funds too quickly. |
Financial Advisor
December 2007
Marla Brill |
The New Indexing Maze The mushrooming ETF market has spawned a new breed of indexes that represent a radical departure from traditional benchmarks in both their construction and purpose. |
The Motley Fool
July 30, 2007
Amanda B. Kish |
The Key to ETF Success As firms such as Vanguard and Barclays continue to duke it out for dominance in the ETF arena, costs will likely continue to fall across the board. That should be a good thing -- for both investors and the ETF market in general. |
The Motley Fool
August 22, 2011
Amanda B. Kish |
How to Lose Money in a Volatile Market Unless you want to lose a lot more money from trying to time the market, don't flee stocks when the going gets rough. |
Financial Advisor
June 2005
Jim Wiandt |
When Less Means More Index fund fee war kicks off in earnest as actively managed fees rise. |
The Motley Fool
May 24, 2011
Dan Caplinger |
This Could Be an ETF Game Changer Longtime index company Russell Investments comes out with new ETFs. |
Registered Rep.
March 2, 2015
John F. Wasik |
How to Spot a Closet Indexer With expenses continuing to fall on exchange traded funds and passively managed mutual funds, it's hard to justify investing in an actively managed portfolio that isn't pulling its own weight. |
The Motley Fool
August 12, 2009
Dan Caplinger |
This Trap Will Doom You to Terrible Returns As tempting as market timing is, it's unlikely that you'll succeed at it. You're better off with a simple long-term investing strategy that rides out the ups and downs and earns you reasonable returns over time. |
The Motley Fool
September 28, 2007
Amanda B. Kish |
The Key to Successful Mutual Fund Investing Mutual fund expenses may be one of the best ways to tell whether a fund will outperform or not. |
Financial Planning
July 1, 2005
Israelsen & McDonough |
Bet Your BIPY In an ongoing quest to refine which strategies work best in the battle between growth and value investments, this article goes further to examine tactical asset allocation approaches using growth indexes. |
Registered Rep.
September 10, 2010
Stan Luxenberg |
Are Index Funds' Distorting Markets? With money pouring into index funds and ETFs, passive portfolios are distorting markets, harming many investors. Index funds are creating disturbing conditions in a variety of asset classes, including emerging markets, small stocks, and commodities. |
The Motley Fool
December 19, 2011
Dan Caplinger |
You Probably Just Bought These Stocks More index moves demand investor attention. |
