Are Index Funds Communist?
Indexing is cheaper, yes, but that's because active management has positive externalities, and if no one will pay for it, those benefits will disappear.
Schwab Throws Down Low-Cost Gauntlet on Target-Date Funds
The ETF-based funds will cost retirement plan investors only 8 basis points, which could prompt other fund giants to cut fees even further.
Fidelity Launches Global Real Estate Fund; iSectors Adds Growth ETF
The Fidelity real estate fund launch is timed to coincide with a change in the S&P 500 that makes real estate a stand-alone sector.
Factor Investing: A Post-Modern Portfolio Theory
With apologies to Harry Markowitz, why it's wise to tweak MPT by using factors offering positive return premiums over time.
Index Funds Outperforming, and Outlasting, Active Funds: Morningstar
Morningstar concludes that mutual fund and ETF fees are the "only reliable predictors" of fund investing success.
How to Invest Like a Billionaire (if You Are One)
Remember, billionaires make specific investments for reasons that have nothing to do with saving for a house or college or a secure retirement.
Treasuries Gain as Minutes Show Fed Officials Split on Rate Hike
Financial markets had been expecting a more hawkish outlook for rates, but instead the minutes showed a multitude of opinions on when to hike.
Fund Managers Reduce Cash Positions, Boost Equities: BofA Merrill Survey
The August BofA Merrill Lynch fund manager survey shows more optimism about the global economy and equities, especially U.S. and emerging market stocks.
Summer Brings $54.6B in Active Equity Fund Outflows: Morningstar
Still, two fund groups are attracting assets to both their passive and active products, the research group says.
How Long Can this Gold Rally Last?
While gold prices are poised to climb to a 29-month high there are growing reasons to be cautious.