Learn how index funds invest in market indexes like the S&P 500 for broad diversification and market performance replication.

Samantha (Sam) Silberstein, CFP®, CSLP®, EA, is an experienced financial consultant. She has a demonstrated history of working in both institutional and retail environments, from broker-dealers to ...

Experts predict the S&P 500 will continue to grow in 2026. But after three years of robust gains, diversification is crucial. Investors should balance core U.S. holdings with international equities, ...

Forbes contributors publish independent expert analyses and insights. Catherine Brock covers personal finance and investing. Vanguard and Fidelity offer popular index funds with competitive expense ...

Index funds can make you wealthy without the hassle, time, and commitment involved with investing in individual companies. Investing for retirement is a long-term process. Oftentimes, people put ...

It's difficult to put an exact price tag on how much index funds have saved investors since their creation in 1975. But it's safe to say it's a big number. It's also safe to say that the savings ...

The ability to outperform during volatile periods is an oft-touted benefit of actively managed mutual funds and ETFs. However, just 33% beat their average index fund counterpart from July 2024 through ...

Anyone looking to make a significant change to their portfolio in 2026's early innings could do a lot worse than simply ...

AVGE is an actively managed, globally diversified ETF with a lower expense ratio than ACWI but has underperformed since its 2022 launch. The fund's sector and geographic allocations—especially lower ...

Most of the largest active bond funds beat their peers in the quarter, while most of the largest index funds lagged. The PIMCO Total Return Fund tied for the top rank among the largest active funds.

Explore three tax-efficient, high-yield funds suitable for investors of all ages seeking income and lower tax implications in taxable accounts. DNP Select Income Fund offers stable, monthly dividends ...