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...

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...

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...

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...

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...

Inside the S&P 500: Adds, drops and tall tales

July 8, 2015

Each year, about 20 to 25 stocks leave the S&P 500 and are replaced with other stocks that meet the guidelines for index membership. These changes usually are announced five trading days before the index change. Given the size of the asset pool...

'Beyond beta': better than 'smart'?

April 13, 2015

"Smart beta" is generating more and more traction as an investing category at the same time that the label continues to raise the hackles of the investing cognoscenti. (Once a strategy deviates from a traditional passive approach, doesn't it...

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...

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...

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...

S&P might drop some Russian stocks from indexes

August 7, 2014

Index funds might have to divest Russian securities under new sanctions imposed by the Department of Treasury's Office of Foreign Assets Control under a directive of President Obama to tighten pressure on the country in connection with separatist...

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...

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,...

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...

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,...

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...

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...

Playing the stock index reshuffle game can cost investors

July 7, 2015

As asset management firms scratch for every possible edge in the dirt-cheap world of indexed investing, some passively managed strategies are becoming more active than others. Consider the slightly varied year-to-date performance of three popular...

Small cap stocks go large on dividend payouts

March 19, 2015

Dividend income is increasing from an unlikely source: small companies. It's a trend that has the potential to throw a wrench into traditional asset allocation models, and even add a performance boost to dividend-focused mutual funds as smaller...

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...

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