Results for "index funds"

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Fidelity's zero-fee funds unleash the power of free

August 2, 2018

Fidelity Investments fired a shot heard around the investing world Wednesday: It announced it would roll out two index mutual funds Friday that charge no fees. Both funds will track market cap-weighted Fidelity indexes. The Fidelity Zero Total...

Fidelity's zero-cost funds raise issues for 401(k) advisers

August 2, 2018

Fidelity Investments is making 401(k) advisers' lives a little more complicated. The Boston-based behemoth dropped some eye-popping news Wednesday: as of Friday, it will begin offering two index mutual funds with a price tag of 0.00%. Yes, funds...

Vanguard files for two ETFs with ESG focus

June 27, 2018

Vanguard filed a preliminary registration statement with the Securities and Exchange Commission for two exchange-traded funds to complement its existing environmental, social and governance (ESG) mutual fund. The two new funds, the Vanguard...

Actively seeking opportunities in emerging markets

June 1, 2018

Despite recent news highlighting the threat of new trade wars and other potential instability around the world, the secular trends in emerging markets remain promising for long-term investors. Advisers seeking both diversification and growth...

Emerging Asia is where the growth is, but your index fund might not find it

May 8, 2018

The growing middle class is fueling growth in emerging markets in Asia — but you won't get much exposure to that in the typical emerging market index fund, said David Dali, portfolio strategist for Matthews Asia funds. More than half the world's...

What active share can and can't tell you

May 3, 2018

Thanks to an agreement with former New York Attorney General Eric Schneiderman, 13 fund companies will voluntarily disclose the active share calculation for their funds. What exactly does the calculation show you? Active share is the percentage...

S&P 500 evolves to reflect makeup of the economy

April 2, 2018

The Standard & Poor's 500 Index has come a long way since 1957, the year it was introduced. An index fund wasn't even a twinkle in Jack Bogle's eye back then, and corporate America looked a whole lot different. For one thing, 400 of the companies...

A great year in the markets, but few managers beat their indexes

March 16, 2018

Some active managers saw their performance improve in 2017, according to S&P Dow Jones Indices, but over the long run, their records against their benchmarks are still nearly all awful. The S&P Indices Versus Active (SPIVA) report for 2017 shows...

BlackRock exploring funds that exclude gun makers, retailers

March 2, 2018

BlackRock Inc., the world's largest asset manager, said it's exploring ideas for new funds, including index-based portfolios, that exclude gun makers and retailers. BlackRock is also working with clients that want to change or eliminate exposure...

Passive becomes the new active

February 27, 2018

Passive has gotten so large that it's killed everything in its path — including itself. Welcome to the "passive singularity." There are now so many indexes that putting your money in an index-tracking fund is a move requiring an active decision,...

Fidelity pushes Vanguard to compete on brand in 401(k) plans

January 24, 2018

Fidelity Investments' move to impose an additional fee on Vanguard Group assets is going to test plan sponsors' loyalty to the index-fund giant, according to retirement plan advisers, as employers are forced to choose between sticking with a...

Buybacks, CEO pay add up to big costs for shareholders

December 13, 2017

David Winters, manager of the Wintergreen Fund, says that buyback programs and CEO compensation are adding an enormous drag to investor returns, and that index funds are making the problem worse. Before you dismiss Mr. Winters as yet another...

DoubleLine Capital's tale of two Jeffreys

August 29, 2017

It's not easy to outdo your boss, particularly when your boss is Jeffrey Gundlach, the bond savant of DoubleLine Capital. But that's exactly what DoubleLine's other Jeffrey -- the nice Jeffrey -- has been doing lately. Jeffrey Sherman, Gundlach's...

Burton Malkiel: The case for investing in broad-based index funds

August 25, 2017

Burton Malkiel, author of "A Random Walk Down Wall Street," discusses why he thinks investors should buy index funds that hold stocks from throughout the developed world and the emerging markets.

Active ETFs are ripe for transparent, low-cost strategies

August 22, 2017

Over the last decade, active U.S. large cap strategies with lower turnover and greater concentration have delivered solid performance, better down-market capture and higher Sharpe ratios than more diversified, higher turnover active strategies.*...

S&P: Managers still faring miserably vs. indexes

August 9, 2017

Stop us if you've heard this before, but active money managers are really bad at beating their benchmark indexes. A new report from S&P Dow Jones Indices shows that most managers in nearly every domestic equity category underperformed their...

Time to remind clients about taxes

July 20, 2017

As Congress turns its attention to taxes, it might be a good time to turn your clients' attention to the amount Uncle Sam takes from investment returns. The IRS levies taxes on dividends and capital gains distributions in taxable accounts, as...

Motley Fool's Tom Gardner: Why index funds are best for investors

July 7, 2017

Tom Gardner, CEO of The Motley Fool, explains why index funds are the cheapest, most tax-efficient way to get exposure and diversification in portfolios.

Diverse asset management firms are hard to find

May 3, 2017

If you're looking for diversity in asset management – whether it's by gender or race – you're going to have to look pretty hard to find it, according to a study commissioned by the John S. and James L. Knight Foundation. The research looked...

Active fund managers underperform once again: S&P

April 12, 2017

Legendary Mets manager Casey Stengel once cried out, "Can't anyone here play this game?" Had he asked that about active fund managers, Standard & Poor's would once again reply, "No." S&P's semi-annual scorecard for active fund managers found...

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