Comparing index funds can help you align your investment goals, risk profile and financial strategy. Key aspects to consider include the cost of managing the fund, how closely it follows its benchmark ...

"Index funds can help investors achieve long-term success through their low costs, broad diversification, low turnover and ...

Forbes contributors publish independent expert analyses and insights. Catherine Brock covers personal finance and investing. Vanguard and Fidelity offer popular index funds with competitive expense ...

Finding a financial advisor doesn't have to be hard. SmartAsset's free tool matches you with up to three fiduciary financial advisors that serve your area in minutes. Each advisor has been vetted by ...

Vanguard and BlackRock lead with passive strategie... Vanguard remains the largest fund family in the US, managing over $8.5 trillion in assets. While the firm offers a robust selection of actively ...

It’s easier to make a case for using fairly priced, proven active bond funds than it is for stock funds. That’s the upshot of recent research by Morningstar’s Eric Jacobson and Maciej Kowara. In “The ...

Since index funds consistently beat active management over the long run, they are often better for retirement savings success.

In 2025, equity performance varied significantly with silver funds leading at 128% returns. Large and midcap funds excelled ...

Market indexes serve many purposes. While they were originally intended as benchmarks for measuring investment success, they also function as shopping lists for investors who flock to index funds.

Index funds are mutual funds that seek only to mirror the performance of an underlying stock market index — not to outperform it. Millions of investors hold them in their portfolios because they ...

This article was written by Vikas Jain, Index Quant Research and Yingjin Gan, Head of Index Research at Bloomberg. Over the past few decades, index-linked (passive funds) have experienced substantial ...