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Many investors agree that the U.S. financial markets are highly efficient. But are other markets outside the United States efficient? Are there profitable investments that can be made that might outperform their respective ...Read More
Ten Tips to Becoming a Smarter ...Read More
Research shows that for a long-term investment strategy, Dimensional Fund Advisors (DFA) consistently delivers superior results to Vanguard. In a survey of between 1,100 and 2,000 investment advisors held three times between 1997-2002, Dalbar Research ...Read More
Kenneth R. French is the NTU of Professor of Finance at the MIT Sloan School of Management. He is an expert on the behavior of security prices, investment strategies, and the management of financial ...Read More
Which equity index offers a price/earnings ratio of 14x, a dividend yield of 2.6%, and annualized earnings growth over the past five years of 12%? The answer will come as a surprise to many investors. ...Read More
Arnold Schwarzenegger owns approximately 5% of Dimensional Fund Advisors, the secretive mutual fund index group in Santa Monica that is popular among index advisors and institutional investors. Ironically, while he appears to have done relatively little ...Read More
Two new bond ETFs are poised to launch this Fall following initial regulatory approval by the SEC, Barclays Global Investors ...Read More
Wall Street analysts predict substantial earnings improvement for US companies in the coming year, and investors have taken ...Read More
Index Funds Advisors Inc. explains how investors can relax and make more ...Read More
Risk takes on many guises and can be different things to different people. ...Read More
The Vanguard Group announced nine VIPER ETFs as well as ten new sector funds and a large-capitalization ...Read More
Internet ETFs somewhat deserve their recent run-up, but we would be ...Read More
Since March 2000, many investors have found themselves victims of abuse. This April ten of the nation's top investment firms settled enforcement actions involving conflicts of interest between research and investment ...Read More
An Interview with Bridgeway's John Montgomery ...Read More
A surprising negative correlation of -77% exists between last year poor results and this year's shining ones so far for the following high-tech ETFs that comprise the worst performing ETFs in ...Read More
It was a dead heat in the second quarter as active managers beat the relevant S&P index in four out of the nine style boxes, but lost to the index in four other categories. One style box, mid-cap blend, showed a near tie. ...Read More
Domestic Indexes Enjoy Strong Second Quarter in ...Read More
The total combined assets of the 114 U.S. exchange-traded funds were $118.44 billion in May, according to the latest data from Investment Company Institute, the national association of the investment company ...Read More
Investors who use index-linked exchange-traded funds to slice and dice various parts of the U.S. market can choose from benchmarks from Russell, S&P/Barra, and Dow Jones. ...Read More
Although existing exchange-traded funds each track a particular index, they are not all created equal. ...Read More
Although exchange-traded funds have experienced phenomenal growth in the U.S., there are actually more ETFs trading on foreign exchanges - 169 ETFs currently call an overseas exchange home, while 114 funds are listed on domestic U.S. exchanges. However, ...Read More
S&P reported that, on average, funds with lower expense ratios have outperformed their more expensive peers in eight out of the nine domestic fund style categories over a one, three, five, and ten-year annualized ...Read More
Investors believe options are risky, and rightly so when they are used alone. But they take on a new light when an investor already owns an asset being optioned. ETF investors in particular can exploit their use to protect their holdings in an entirely ...Read More
An impending Exchange-Traded Fund based on gold is stirring debate over whether it will make gold so easy to own that a flood of new retail investors will send the precious metal ...Read More
Exchange-traded funds have low annual fees and tax distributions, but brokerage transaction fees can remove all the benefits for unwary small investors. Dollar cost averaging in small amounts, a great strategy with traditional mutual funds, is a ...Read More
Exchange-traded fund assets continue to rise in the bear market, topping $110 billion in April, according to the latest figures released by the Investment Company Institute, the trade group for the mutual fund industry. ...Read More
The latter is the professor-run hedge fund that imploded because the risks it was trying to avoid bit it in the backside. DFA, likewise run by a coven of finance professors, doesn't avoid risk-it relishes ...Read More
The Dow Jones Industrial Average rose 3.69% in May, closing at 8793.12. The Dow Jones Industrial Average is up 5.41% for the year, according to Dow Jones Indexes. ...Read More
Yet another major player is set to enter the ETF industry. Earlier this week mutual fund giant Fidelity filed for its first exchange-traded fund that will track the Nasdaq Composite index. ...Read More
The exchange-traded fund universe is expanding - at last count growing to 135 ETFs trading in the U.S. with over $112 billion in assets under management. Likewise, in the coming weeks we'll be enhancing our own editorial coverage of ETFs with more ...Read More
Bill Miller, the manager of the Legg Mason Value Trust fund, has managed to do what no other current manager has done - beat the S&P 500 index twelve years in a row. Surely that incredible feat cannot be attributed to random chance or luck. Therefore, it ...Read More
Welcome To Our New ...Read More
Standard & Poor's released a study showing active sector fund managers have fared relatively well against sector indexes that track thin slices of the market over the past five years. However, over the last three years a majority of active funds beat the ...Read More
If you have unanswered questions about the complex inner workings of exchange-traded funds, then look no further. ...Read More
Vanguard announced it will levy a 2% redemption fee on sales of shares held less than two months for nine of its international funds: ...Read More
The Dow Jones Industrial Average rose 5.99% in April and is up 1.55% for the year. ...Read More
PowerShares Capital Management will introduce two exchange-traded funds tracking new proprietary indexes developed by the American Stock Exchange. The Dynamic Market Portfolio and the Dynamic OTC Portfolio will both launch later this week on May 1 and ...Read More
Rydex, the fund family best known for its lineup of sector and leveraged index funds catering to active traders, said it will soon launch an exchange-traded fund that tracks an equal-weighted S&P 500 ...Read More
ETF Advisors announced it would close its four Treasury FITR funds: Treasury 1 FITR (TFT), Treasury 2 FITR (TOU), Treasury 5 FITR (TFI), and Treasury 10 FITR (TTE). ...Read More
New York-based index provider Standard & Poor's released the results of its 2002 annual survey of assets linked directly to its domestic ...Read More
The iShares MSCI Emerging Markets began trading today on the American Stock Exchange under the ticker EEM. The new exchange-traded fund, managed by Barclays Global Investors, is benchmarked to the MSCI Emerging Markets Free (EMF) index. ...Read More
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New York-based index provider Standard & Poor's released the results of its 2002 annual survey of assets linked directly to its domestic benchmarks. Based on the 2002 survey responses, S&P estimates that approximately 90% of the total S&P indexed assets ...Read More
Numerous studies on the performance of diversified U.S. equity portfolios have demonstrated the central role that asset allocation policy plays in determining variation of portfolio ...Read More
Vanguard announced yesterday that it will transition to new MSCI U.S. equity benchmarks for several of its index funds, a move the Valley Forge-based fund group has been positioning itself for over the past several months, and perhaps years. ...Read More
The Dow Jones Industrial Average rose 4.29% in March, and is down 1.33% for the year, according to Dow Jones Indexes. Measuring Europe, the Dow Jones STOXX 50 index was up 3.26% for March, and is down 7.11% for the ...Read More
One thing the mutual fund industry does well is to create a product and then create demand for that product, even when the product may not be one that is in the investors' best ...Read More
International diversification is an issue that should have been settled a long time ago. However, many investors believe that cross-border diversification increases risk. Now, new support from academics provide new evidence of its value as a risk reducer. ...Read More
The U.S. blue-chip Dow Jones Industrial Average fell 3.06% in February - the Dow is off 6.4% for the year. Measuring Europe, the Dow Jones STOXX 50 index was down 5.54% for February; year-to-date the index is down 12.2%. The Dow Jones Asian Titans 50 ...Read More
A visit from one of the world's leading investors casts a fresh light on how markets work and the effects of the war in ...Read More
Chicago-based Morningstar, Inc. has ventured into a crowded index industry with the debut of 16 proprietary equity benchmarks that correspond to the firm's heralded style boxes. Morningstar's director of research, Paul Kaplan, sat down with us to discuss ...Read More
The combined assets of the nation's exchange-traded funds (ETFs) were $95.66 billion in January, according to the Investment Company Institute, falling from a December 2002 high of over $102 billion. ...Read More
Magellan's rationale for charging $330 million more than Vanguard's S&P 500 fund every year is simple: They provide active-management to enhance performance and beat the S&P 500. Here's how Magellan's manager Robert Stansky described his ...Read More
Since the performance data on this site was recently updated, we thought now might be a good time to post a primer on how to use the handy data tools and screeners on IndexFunds.com. ...Read More
Lee Kranefuss is the chief executive officer for Barclays Global Investors' Individual Investor and Exchange-Traded Products Business, where he is responsible for all of BGI's exchange-traded funds products as well as traditional mutual ...Read More
The Vanguard Group said it supports the SEC proposal that could force mutual funds to disclosure more information about portfolio holdings and fund costs, according to a statement released today by the Valley Forge-based fund shop. ...Read More
San Francisco-based Barclays Global Investors continues to beef up its lineup of international iShares with two new exchange-traded funds tracking the broad South African and Chinese markets. ...Read More
The U.S. blue-chip Dow Jones Industrial Average fell 3.03% in January, after losing 16.76% in 2002. Broad international indexes were also down for the month. Measuring Europe, the Dow Jones STOXX 50 index was down 10.45% for January. The Dow Jones Asian ...Read More
Gene Fama Jr. is vice president of Dimensional Fund Advisors (DFA), the funds management firm founded on the academic principles of diversification first articulated by his father, Eugene Fama, in the 1960s. He explains to David Chaplin how the DFA ...Read More
One of the most popular investment books of recent times was Dow 36,000: The New Strategy For Profiting From The Coming Rise In The Stock Market. The premise of the authors, James K. Glassman and Kevin A. Hassett, was that equity investing was not risky - ...Read More
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