Category: Mutual Funds
After many years of data collection, passively managed index funds have outperformed their actively managed mutual fund counterparts. A large part of that is the significantly lower fees they …
In response to my active vs. passive investment fund performance post, a reader, Heidi, wrote in with a question, How do I know if my vanguard funds are “passive”? …
Despite terrifying actively managed fund results like this, “84% of large-cap funds generated lower returns than the S&P 500 in the latest five-year period and 82% fell shy in …
Vanguard recently announced that over the past six months, they have reduced expense ratios for 200 fund and ETF shares amounting to aggregate savings of about $215 million. That’s …
The reputation of passive investing through index funds and their ETF counterparts has been pristine in recent years. In 2014, only 10% of active stock funds that focus on …
This article has been updated for 2023. This is the second of a multi-part series on how to invest online outside of a 401K. The whole idea for this …
Closed End Funds: what the Heck are they? Closed end funds are not the easiest concept to pick up by amateur investors. They are a little bit like stocks …
ETF’s or Index Funds: An Epic Battle ETF’s (exchanged traded funds) and index funds. The comparison between the two is kind of like deciding to pull over to a …
