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Financial Planning
October 2, 2007
Craig L. Israelsen |
Smoothing the Path When comparing active and passive management, financial planners should look at the performance of the whole portfolio. What you find may surprise you.   |
AskMen.com
Charles Frisbie |
Guy's Guide To Index Funds Index funds are a good way to diversify your portfolio with modest growth. Learn here how to pick a good one. |
Registered Rep.
May 1, 2006
Stan Luxenberg |
Morningstar's Stars Shining Brighter Critics have long questioned the value of the Morningstar ranking system, which awards five stars to top-performing funds and one star to those in the bottom of the barrel. Has the firm's tinkering with the system helped? |
Registered Rep.
June 7, 2011
Stan Luxenberg |
Concentrated ETFs PowerShares QQQ has been racing ahead. During the past five years ending March, the ETF has returned 7 percent annually, outdoing the average large growth mutual fund by 4 percentage points |
The Motley Fool
August 29, 2007
Amanda B. Kish |
The Best Small-Cap ETFs These exchange-traded funds win the best-in-class award. Let's take a closer look at the iShares Russell 2000 Index ETF, the Vanguard Small-Cap ETF, the iShares Morningstar Small Core ETF, the iShares S&P 600 Value ETF, and the Vanguard Small-Cap Growth ETF. |
The Motley Fool
March 14, 2011
Amanda B. Kish |
More Proof of a Losing Investment Strategy Finding outperformance among actively managed funds. |
Registered Rep.
March 18, 2011
Stan Luxenberg |
Should You Pay Attention to Morningstar's Mutual Fund Star Ratings? The stars are based on risk-adjusted past performance, and the past doesn't necessarily predict the future, the advisors say. |
The Motley Fool
December 9, 2010
Dan Caplinger |
Why Mega-Cap Stocks Are Not Enough Before you jump into the biggest, most popular index funds that are based on the S&P 500 index, think twice. |
Registered Rep.
February 1, 2011
Diana Britton |
American Funds: A Victim of Its Own Success? The mutual fund giant's fortunes seem to have turned, with sizeable outflows. |
Registered Rep.
December 28, 2012
Stan Luxenberg |
Passive or Active Funds Overseas It's true that retail investors have been selling domestic-oriented equity mutual funds for the last five years. But they are buying foreign ETFs. |
The Motley Fool
May 7, 2007
Amanda B. Kish |
Vanguard's Best Index Funds Which index funds should you have in your portfolio? Vanguard 500 Index Fund... Vanguard Small-Cap Index... Vanguard Total International Stock Index... etc. |
The Motley Fool
October 6, 2010
Amanda B. Kish |
More Top Investments for Your Retirement Cover your retirement bases with some familiar fund names: Vanguard 500 Index... State Street Global S&P 500 Index... American Funds EuroPacific Growth... PIMCO Total Return... American Funds Growth Fund of America... |
The Motley Fool
January 13, 2007
Doug Short |
Beating the S&P 500 If your portfolio gained less than 15.8% last year, perhaps it's time to think outside the box. |
The Motley Fool
August 2, 2010
Amanda B. Kish |
Investments Even Dilbert Would Love These index funds and ETFs can strengthen your portfolio. |
The Motley Fool
October 13, 2009
Dan Caplinger |
Beat the Odds With These 3 Low-Risk Investments Most actively managed funds do badly, but there are some winners. |
Financial Planning
May 1, 2005
Donald Jay Korn |
Passive Investing Financial planners interested in passive real estate funds can choose from a broad array, from straightforward index mutual funds to ETFs to enhanced index funds. |
Entrepreneur
July 2006
Scott Bernard Nelson |
Pulled Under Since expectations for mutual funds can be artificially sunny, consider using index funds to stay afloat. |
Registered Rep.
November 29, 2010
Stan Luxenberg |
"Active Share," The Metric That Shows When Active Management Is Worth It Investors have been abandoning actively managed mutual funds and shifting to passive vehicles. |
Financial Planning
March 1, 2010
Donald Jay Korn |
Digging for Dividends According to Morningstar, there are 56 mutual funds with the word "dividend" in their name, plus another 33 dividend ETFs. |
The Motley Fool
March 4, 2010
Selena Maranjian |
Are ETFs Cutting Corners? This practice makes sense for funds, but could mean pain for you. It seems that most ETFs don't completely mimic their underlying indexes |
The Motley Fool
April 23, 2009
Dan Caplinger |
Investments That Don't Stand a Chance An active fund that only seeks to match its benchmark is a waste of your money. If that's all a fund can offer, you're much better off going with the index fund. |
Registered Rep.
December 1, 2009
Stan Luxenberg |
How to Pick Outperforming Fund Managers This group of managers doesn't disappoint: Morningstar's "fund managers of the year." After winning the award, most managers go on to beat their categories. |
The Motley Fool
February 23, 2010
Amanda B. Kish |
Are Advisors Making Smart ETF Choices? It looks like many of them are jumping on the bandwagon. |
The Motley Fool
April 28, 2009
Dan Caplinger |
The Best Method for Simple Investing Depending on how you invest, making the right choice between ETFs and index mutual funds will give you exactly the portfolio you want. |
The Motley Fool
November 25, 2009
Dan Caplinger |
These 3 Tips Will Make You a Winning Investor Don't waste money on unnecessary investing costs. |
Financial Advisor
February 2008
Marla Brill |
The Bond ETF Explosion The ETF space is getting crowded. The number of fixed-income exchange-traded funds has exploded to include both portfolios based on broad indexes as well as ETFs consisting of emerging market, municipal and high-yield securities. |
Investment Advisor
February 2009 |
A New Benchmark for Advisors With many advisors using an asset allocation strategy, the S&P 500 is no longer a great benchmark against which to set your pace. Take a look at these new benchmarks. |
The Motley Fool
January 20, 2006
Doug Short |
Competing With the S&P 500 If you want to increase your chance of beating the S&P 500 year after year, one good way is to broaden your investment choices to include a generous mix of smaller caps and international equities. Mutual funds and ETFs offer an easy means to get that degree of breadth. |
Financial Planning
May 1, 2006
Israelsen & Walker |
Evening the Odds A significant flaw in many active-versus-passive studies occurs when tallying the number of funds that under- or out-perform an index. Three steps could help level the playing field in the active-versus-passive debate. |
Registered Rep.
May 17, 2013
Stan Luxenberg |
The New Buyers of ETFs Many actively managed mutual funds are now in the market for ETFs for their low costs of ownership and ease of trading. But should shareholders be annoyed? |
Financial Advisor
May 2010
Gail Liberman |
Understanding Indexes Popularity, turnover, structure and other factors affect index funds and ETFs. |
Registered Rep.
November 16, 2010
Stan Luxenberg |
Winning Mutual Fund Strategy: Buy the Unloved Sectors This year, the most unpopular category is large growth, which recorded outflows of $39 billion during the 12 months ending in August. Other unpopular categories are large value and world stock. |
The Motley Fool
May 19, 2010
Dan Caplinger |
How to Win With Fidelity's Free iShares ETFs Rather than going the same route as Schwab and Vanguard -- by offering in-house funds -- Fidelity has decided to make a partnership deal with ETF provider iShares. |
The Motley Fool
June 20, 2008
Selena Maranjian |
Make Money Despite Higher Fees A low fee isn't everything. |
The Motley Fool
June 28, 2007
Amanda B. Kish |
Are Your Funds Really Performing? It's not enough to simply pick good mutual funds and hope that your money will grow. You need constant evaluation and comparison to keep your investment program on track. |
Registered Rep.
October 1, 2002
Stan Luxenberg |
The Smart Way to Use Index Funds Now In the cold light of the bear market, advisors have discovered inherent flaws in the indices and the funds that track them. |
Financial Advisor
April 2010
Marla Brill |
A Good Complement More advisors think both bond mutual funds and ETFs belong in client portfolios. |
Registered Rep.
June 25, 2010
Jerry Gleeson |
Vanguard Broadens ETF Platform The company that made its reputation with low-cost indexed investments said it will launch 19 new index funds and related ETFs over the next year, as well as an ETF that tracks its $91 billion Vanguard 500 Index Fund. |
On Wall Street
April 1, 2012
Jeff Tjornehoj |
Benchmarking the Benchmarks The news hasn't been good lately for actively managed funds and their investors. In 2011, only one-third of large-cap fund managers beat the S&P 500 index. |
Financial Planning
September 1, 2011
Donald Jay Korn |
Double Plays When clients want a total return fund, it may be difficult for advisors to sort out the options. Determining what role a total return fund can play in a client's portfolio requires a deeper understanding of this confusing category. |
BusinessWeek
July 18, 2005
Adrienne Carter |
Pushing Index Funds A Bit Higher Mutual funds that start with indexing and then tweak here and there to help increase returns. |
The Motley Fool
September 9, 2011
Amanda B. Kish |
How to Make Money With Mutual Funds A lowdown on mutual funds. |
On Wall Street
September 1, 2011
Elizabeth Wine |
Active Resistance It's not been a good recovery for actively managed mutual funds. Investors have been steadily pulling money out, while sending waves of cash into passively managed index funds and exchange-traded funds. |
Investment Advisor
January 2006
Kathleen M. McBride |
Silk Purses Medal winning fund managers in 2005 drilled for returns and explored overseas. The best performing fund in any of S&P's categories for 2005 is the BlackRock Global Resources Portfolio/Institutional. |
Financial Planning
July 1, 2009
Donald Jay Korn |
Down But Not Out For mutual funds, 2008 was the year of the ebb tide: Long-term funds saw net outflows of $226 billion. The carnage continued in the first quarter of 2009, when an additional $43 billion flowed out of equity funds. |
Registered Rep.
April 1, 2007
Stan Luxenberg |
Under New Management In an era when the hottest-selling choices include exchange-traded index funds, the media and investors may be giving too little attention to genuine star managers. |
BusinessWeek
June 6, 2005
Adrienne Carter |
The Hottest Funds In Town The fast growth of exchange-traded funds has the mutual-fund business scrambling. |
The Motley Fool
September 15, 2010
Dan Caplinger |
6 ETFs That Won't Rip You Off Don't pay more than you have to for ETFs. |
Registered Rep.
December 1, 2005
Stan Luxenberg |
Some Mutual Funds Win in Tax Game It's true, on average, that exchange-traded funds and separate accounts have tax advantages over mutual funds. But advisors shouldn't dismiss mutual funds too quickly. |
The Motley Fool
January 27, 2010
Dan Caplinger |
These Investments Could Steer You Wrong Index funds and exchange-traded funds aren't perfect. |
