Results for "index funds"

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Passive proliferation slows, with 770,000 indexes scrapped in 2019

October 16, 2019

The seemingly inexorable march of passive investing looks to have hit a roadblock. The number of indexes around the world fell more than 20%, to 2.96 million, in 2019 as benchmark providers scrapped some of their gauges, according to a new report...

Passive investing hasn't taken over the world

October 1, 2019

The battle is over: Passive investing is victorious. Active management has been defeated. By now, you surely know that Wall Street quakes at the mere mention of indexers, who devour all in front of them. Active managers, many of whom have since...

5 misimpressions drive baseless warnings for mutual fund industry

September 23, 2019

The mutual fund industry has supposedly reached a significant tipping point: Assets in U.S. index mutual funds and exchange-traded funds have surpassed those in U.S. actively managed funds, according to preliminary data from Morningstar. The...

World bond index adds climate-risk screen

July 9, 2019

For the first time ever, the sovereign debt issued by the world's developed nations is being indexed according to each country's climate-risk factors. The FTSE Climate Risk-Adjusted World Government Bond Index is the latest example of the expanding...

Active managers putting pressure on index funds

July 1, 2019

It's too early to claim a revival for active management, but based on the solid performance this year, it might also be premature to give up on active management all together. According to CFRA, in the first half of this year, 49% of actively...

Tapping into the anomaly of low-volatility investing

June 18, 2019

Regardless of what's going on in the markets or the economy, financial advisers know that most clients like their portfolio volatility in small portions, if at all. Even though the practical meaning of volatility includes both up and down moves,...

Price war expands as Fidelity cuts fees for target-date funds

June 5, 2019

Fidelity Investments is cutting fees for a popular retirement vehicle called target-date funds as a price war among financial giants spreads across products. The Boston-based company announced Wednesday a 14% price reduction on entry-level share...

Vanguard share of target-date fund market becoming 'obscene'

March 4, 2019

Vanguard Group extended its dominance over the target-date fund market last year as the flow of retirement assets into index funds continued unabated, with employers seeking to reduce the cost of their 401(k) plans. Vanguard swelled its target-date...

Advisers defend active investment management on Capitol Hill

February 15, 2019

Advocates for active investment management are lobbying lawmakers to ensure they don't lean toward passive products as the default investment in retirement savings legislation and other bills. Index investing, which was highlighted in the now-defunct...

Active vs. passive: The case for both

January 22, 2019

Vanguard founder Jack Bogle started the debate about active versus passive investing when he created the first index fund in 1975. Hundreds of additional index funds, countless studies and one historic recession later, passive investing has...

Investors pour money into ETF ahead of index reorganization

September 19, 2018

Investors are starting to shift their cash to maintain exposure to some big tech names like Facebook Inc., Google parent Alphabet Inc. and Netflix Inc. before indexers reclassify the stocks. State Street Corp.'s Communication Services Select...

Fidelity sees two zero-fee index funds rake in almost $1 billion in first month

September 4, 2018

Investors poured almost $1 billion into Fidelity Investments' two zero-fee index funds in their first month of operation. The Fidelity Zero Total Market Index Fund attracted $753.5 million through Aug. 31, while the Fidelity Zero International...

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...

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