- 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...
- Consider four hypothetical investors who each invested $10,000 a year for 20 years. Investor #1 has...
- 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...
- According to Bianco Research, only 17% of more than 4,000 funds that invest in large U.S. stocks...
- Many stocks that have done well for the first 50 weeks of the year frequently trade even higher...
- According to The Wall Street Journal (December 2011), Over 10 years, an investor with $200,000...
- The vast majority of ETFs are regulated as traditional mutual funds under the Investment Company...
- Stable-value funds are comprised of bundles of bonds coupled with an insurance policy and are found...
- Over the past 5 years, some mutual fund companies have been hiring liaisons who have money...
- Morningstar now has a “forward-looking ranking system to supplement the company’s 1-5 star ratings...
- Due to the cumulative losses of residential real estate from 2007 to the present, some investors...
- As of October 2011, the REIT marketplace was valued at $1.2 trillion: $738 billion in listed equity...
- The perception about private equity firms ranges from vultures, barbarians and flippers to job-...