Results for "index funds"

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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...

Vanguard keeps its own management pay under wraps

January 19, 2017

With $3.9 trillion in assets under management, index fund pioneer Vanguard Group is an influential shareholder, able to weigh in on how executives across corporate America should be paid. At the same time, because of its unique corporate structure,...

Meet the ETF Class of 2016

January 17, 2017

As the exchange-traded fund industry gears up for the Inside ETFs conference in Hollywood, Fla., a look at last year's new funds provides some insights as to what's hot and what's not. Morningstar (MORN) lists 239 ETFs that made their debut...

Vanguard adds record $305 billion in 2016

January 6, 2017

Vanguard Group, the world's largest mutual fund manager, said it attracted a record $305 billion last year — an annual total that some firms need decades to reach. Vanguard's take, which tops the firm's previous record of $276.4 billion in...

Smart-beta returns track their Morningstar categories

January 5, 2017

Your fund may have the smartest beta around, but your returns are still ultimately going to stem from the fund's primary investment playground. Smart beta funds are index funds that use a set of rules to modify performance, preferably for the...

Jack Bogle looks back on the 40th anniversary of the index fund

November 28, 2016

John “Jack” Bogle wrote his Princeton senior thesis in 1951, arguing that mutual funds “may make no claim to superiority over the market averages.” Sixty-five years later, the Vanguard founder is still being forced to defend his argument...

Alternative strategies fight index investors while longing for a 'black swan' event

November 17, 2016

Ever since the 2008 financial crisis, when virtually every asset class morphed toward a suddenly singular correlation of declines, the case for diversifying into alternative investments has sounded logical. But, also ever since the financial...

Making sense of the stock market's post-election run

November 14, 2016

There are reasons the stock market went into rally mode in the immediate aftermath of the presidential election. The upside of sudden certainty. Right out of the blocks industrial stocks have rallied in the wake of the presidential election...

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