- As of January 2013, three of the largest money market funds—Goldman Sachs, JPMorgan Chase, and Bank...
- In the U.S., there are over 710 ETF sponsors. At the beginning of 2013, three companies controlled...
- As of November 2012, the ETF marketplace was valued at $1.3 trillion (vs. $10 trillion invested in...
- REITs are diversified in one of two ways: type of property and location. Critics of diversified...
- The table below shows the one- and five-year costs for owning $10,000 of the PIMCO Total Return ETF...
- Generally, a fund’s yield is whatever it pays out during the year in dividends and interest. For...
- Looking at market share as of October 2012, the five largest companies offering ETFs are the...
- Leveraged loan ETFs and mutual funds are sometimes recommended when there is a fear of rising...
- For the 2011 calendar year, just 23% of mutual funds outperformed their benchmark. The correlation...
- The term “money market” can refer to two different products: [1] one is offered by the mutual fund...
- Taxable investors may prefer ETFs over mutual funds due to a regulatory loophole that shields...
- The following are excerpts from a February 2012 interview between Vanguard founder John Bogle and...
- There are two myths about equity funds: [1] management may be forced to sell some fund holdings...
- Although it is difficult to predict the likelihood that actively managed mutual funds will...
- Risk-parity, also known as balanced-risk funds, is a new category of asset allocation funds....
- At the beginning of 2001, there were over 540 index funds; of those, over 130 (25% of the index...
- According to The Wall Street Journal, as recently as 1989, the total number of share classes...
- Many stocks that have done well for the first 50 weeks of the year frequently trade even higher...