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The Motley Fool
October 19, 2009
Selena Maranjian |
Is Your Index Fund Behaving Stupidly? You don't have to settle for investment allocations in your funds that you don't like.   |
Financial Planning
March 1, 2006
Donald Jay Korn |
Weight Watchers New equity indexes, weighed by fundamental factors, are challenging the conventions of passive investing. |
Registered Rep.
July 1, 2006
Stan Luxenberg |
Fundamental Indexing During the 1990s, S&P 500 index funds were all the rage -- and, for most core investments, the bogey to beat. But lately the index has been offering stingy returns. |
The Motley Fool
December 30, 2008
Dan Caplinger |
Can You Beat Index Funds in 2009? Get the right mix in your investments. |
Financial Advisor
June 2007
Marla Brill |
Indexing Debate Heats Up Proponents of fundamental indexing say it beats traditional market-cap-weighted measures. |
The Motley Fool
March 11, 2010
Selena Maranjian |
How to Build a Better S&P 500 As terrific as S&P 500 index funds can be, they're not perfect. But a newer, potentially better kind of index fund could help fix one of their biggest weaknesses. |
Financial Advisor
February 2006
Matt Hougan |
Is `Buy The Market' Best? Enhanced indexers say they have the way to go the market one (or two) better. Financial advisors, take note. |
The Motley Fool
March 3, 2006
Rex Moore |
You Won't Believe What a Half-Percent Will Cost You You shouldn't pay any more than you absolutely have to for a fund that simply tracks an index. Check your index fund's expense ratio today, and then shop around to see if you can do better. |
Financial Advisor
September 2011
Tom Lydon |
It's All In The Weighting ETF indexing has evolved, but the traditional, somewhat boring approach may still yield the best results. |
The Motley Fool
June 7, 2011
Morgan Housel |
Searching for a Better Index Going beyond the S&P 500. For those who don't have the time or inclination to dive into individual stocks, index funds are the way to go. |
The Motley Fool
January 27, 2010
Dan Caplinger |
These Investments Could Steer You Wrong Index funds and exchange-traded funds aren't perfect. |
The Motley Fool
February 2, 2009
Selena Maranjian |
Why the Dow Makes Little Sense Don't pay so much attention to this oft-cited index. |
The Motley Fool
February 22, 2011
Dan Caplinger |
3 Strategies That Beat the Market Alternatives to index funds did well since 2000, but will they keep up the pace? |
The Motley Fool
February 9, 2010
Dan Caplinger |
3 Reasons to Move Beyond Index Funds If you want to take your investing prowess to the next level you'll want to move beyond index funds -- at least with part of your savings. |
Financial Advisor
March 2011
Marla Brill |
New Indexes Nudge Out Old Favorites Advisors who have moved into alternative indexes are finding unique ways to use them. |
The Motley Fool
April 9, 2007
Selena Maranjian |
The Surprising S&P 500 Learn fun facts about the venerated index, which just turned 50. Many index funds and exchange-traded funds (ETFs) are tied to it. |
Registered Rep.
February 15, 2011
Stan Luxenberg |
Fundamental Indexes Have Had a Good Run. Converted Yet? Proponents claimed that fundamental ETFs and mutual funds would outdo the S&P 500 and other traditional benchmarks. Critics scoffed. But now many of the funds have significant track records, and the results are promising. |
The Motley Fool
May 21, 2007
Dan Caplinger |
Going Beyond the Index Rather than using a weighted index based on the market cap of the component stocks, WisdomTree ETFs base their portfolio allocations for index components on fundamental aspects of those stocks, such as dividend yield and company earnings. |
The Motley Fool
August 13, 2008
Chuck Saletta |
Beat the S&P 500 -- Guaranteed! Put a too-often-neglected investing tool, reinvesting index fund dividends, to work for you. |
The Motley Fool
December 18, 2007
Dan Caplinger |
Improving on Index Funds As the fund universe continues to evolve, new funds have emerged that try to improve on their first-generation counterparts. One fund in particular has its sights set high -- the Rydex S&P Equal Weight ETF. |
The Motley Fool
October 8, 2008
Selena Maranjian |
Wow -- Some Stocks Are Still Up?! Who knew stocks could rise in this environment? |
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
December 12, 2003
Selena Maranjian |
Dow 10,000! Big Deal. Do these 30 companies really matter to you? |
Investment Advisor
February 2010
Vaughan Scully |
The ETF Advisor: S&P 500 ETFs While some S&P 500 Index funds are virtually identical to the SPDR fund, a handful of other ETFs offers more substantial modifications to the original formula. |
The Motley Fool
March 20, 2009
Tim Hanson |
It's Time to Reinvent the Index Fund The flawed "bigger is better" reasoning that underlies index investing has exposed American investors to needless amounts of risk over the past few years and ultimately cost them billions of dollars of their hard-earned money. |
The Motley Fool
July 31, 2007
Zoe Van Schyndel |
A Japan ETF With a Fundamental Twist The PowerShares FTSE RAFI Japan ETF, is different from the rest of the ETF options focused on the land of the rising sun. |
The Motley Fool
July 3, 2008
Brian Richards |
The Worst Investment I've Ever Seen Many people do not realize that mutual fund fees are important for making an index fund investment decision. Secondly, even investors who realize fees are important do not minimize index fund fees. |
The Motley Fool
June 29, 2010
Dan Caplinger |
The Better Way to Beat the Market? The jury's still out on alternative indexes. Different market conditions will make index funds perform in various ways. |
Registered Rep.
January 26, 2010
Brad Zigler |
The Price Is NOT (Always) Right As every financial advisor -- indeed every investor -- knows, there is a difference between price and value. |
The Motley Fool
June 9, 2009
Dan Caplinger |
Market-Beating Returns Made Simple This twist on the old index fund does well. Equal-weight funds have done quite well compared to traditional index funds over periods of several years. |
The Motley Fool
March 4, 2010
Selena Maranjian |
Are ETFs Cutting Corners? This practice makes sense for funds, but could mean pain for you. It seems that most ETFs don't completely mimic their underlying indexes |
The Motley Fool
November 27, 2006
Zoe Van Schyndel |
57 Flavors of Funds New versions of ETFs mean more choices for investors. |
The Motley Fool
January 14, 2011
Dan Caplinger |
Your Index Fund Is Making a Bad Investment Funds have to do what the indexes they track do. |
The Motley Fool
April 23, 2009
Dan Caplinger |
Investments That Don't Stand a Chance An active fund that only seeks to match its benchmark is a waste of your money. If that's all a fund can offer, you're much better off going with the index fund. |
The Motley Fool
March 22, 2005 |
Beyond the S&P 500 Index investors have more choices than just the S&P 500. |
The Motley Fool
June 23, 2008
Dan Caplinger |
You're Smarter Than the S&P 500 Maybe you can beat an index fund, but don't get cocky; remember, hindsight doesn't count. |
The Motley Fool
November 17, 2006
Ralph Casale |
Not Your Father's Index Funds A number of investment vehicles, mostly ETFs, have been designed to take advantage of alternate company weighting in an index. |
The Motley Fool
May 8, 2009
Dan Caplinger |
Lights Out for Dividend ETFs? Funds fell into the dividend trap, but that doesn't mean the idea is bad. |
The Motley Fool
September 1, 2004
Selena Maranjian |
Mutual Fund Fakery Is your expensive, managed fund really an index fund in disguise? |
Financial Advisor
August 2009
Marla Brill |
Small-Cap Bounty Small-cap ETFs have grown in number and offer some interesting choices. |
The Motley Fool
August 18, 2009
Dan Caplinger |
The Easy Way to Find Big Dividends Choosing a solid dividend ETF can help you diversify your portfolio while giving you the benefits that dividend-payers offer. |
The Motley Fool
April 30, 2007
John Rosevear |
Why 13,000 Doesn't Matter How much should we care about the grand old Dow? Is this classic index really worth the attention it gets? |
The Motley Fool
December 10, 2009
Selena Maranjian |
A High IQ Won't Make You a Great Investor We investors, even us smarties, often place more importance on how we think a fund performs than on its fees. |
Financial Advisor
April 2006
Raymond Fazzi |
A Look At New Horizons At a time when the margin for error is growing thinner and thinner in investment management circles, some are asking whether advisors and their clients are adequately served by cap-weighted benchmarks. |
Registered Rep.
January 22, 2010 |
Lost Decade? Not For Fundamental Indexing A recent study by Rob Arnott, chairman of Research Affiliates says it paid to use fundamental indexing in the past decade. |
The Motley Fool
December 7, 2010
Selena Maranjian |
Why You Should Love "Unstable" Investments This ever-changing index can roll with the market's punches. |
The Motley Fool
September 27, 2010
Michael Johnston |
6 Reasons to Consider Dumping SPY A list of six ETFs to consider instead. |
Investment Advisor
November 2006 |
Fundamental Index Strategies The report, Retrospectives on Selected Fundamental Index Strategies, offers a long view of Research Affiliates' past and present fundamental indexing strategies. |
Registered Rep.
June 7, 2011
Stan Luxenberg |
Concentrated ETFs PowerShares QQQ has been racing ahead. During the past five years ending March, the ETF has returned 7 percent annually, outdoing the average large growth mutual fund by 4 percentage points |
The Motley Fool
January 19, 2007
Mary Dalrymple |
Index Funds Win Again Index funds are cheap, easy, and they reliably outperform many other funds. |
