Index Funds Investing

While active investors, or speculators, seek to outperform the markets, buyers and rebalancers of index funds seek to capture the returns of the global market in a low-cost and tax-efficient manner. Long-term passive index investors select funds that track defined asset class indexes. Regardless of market conditions, they stay the course and do not make investment decisions based on emotions. Since the global equity markets have delivered the returns of capitalism at a generous 9.8% annualized return over the last 86 years, a wise investment strategy is to buy, hold, rebalance, and glide path a portfolio that is globally diversified across many asset classes or indexes.1

    -1 DFA Returns 2.0
Step 1Index FundsInvesting