Also called Spiders, they are designed to track the S&P 500, so they give investors a way to invest in the overall market. They were created after the 1987 Black Monday crash to offer a safer way to ...

Passive funds have remained in focus among both investors and mutual fund houses. Data shows that mutual funds launched as ...

Forbes contributors publish independent expert analyses and insights. William Baldwin covers investing, taxation and corporate finance. Tariffs or no tariffs, you need a core holding to carry you ...

Based on the conventional wisdom in the financial-planning industry and in financial media, you’d think the new world of low-cost exchange-traded funds and index funds is a straightforward win-win for ...

Index provider FTSE Russell is modifying 20 indexes, and billions of dollars are likely to change hands as a result. The adjustment is coming in light of heightened market concentration, which has ...

Bloomberg study Behind the Benchmark is examining U.S. active fixed income fund performance to assess fund returns versus benchmarks and evaluate the drivers behind performance.