Don’t miss these top money and investing features: ...

Schwab U.S. REIT ETF underperforms the S&P 500 and Real Estate Sector Index over 10 years. See why I rate SCHH fund a sell.

(k) index funds may be more heavily weighted toward technology stocks than investors realize, which can expose them to hidden ...

Income funds are opted to get a regular and steady income. Here, money is invested in fixed-income securities like corporate ...

Passive indexes routinely clobber funds actively managed by professional stock pickers. Last year was no exception.

Consider the nearly 3,900 actively managed U.S. equity mutual funds and exchange-traded funds tracked by investment researcher Morningstar. In calendar 2024, just 13.2% of these investments beat the S ...

SEBI has mandated that mutual funds disclose the Information Ratio (IR) to measure the risk-adjusted returns (RAR) of ...

At the beginning of 2024, small-cap stocks were trading for their lowest price-to-book valuation relative to large caps since ...

The last item of consequence is the expense ratio. The Vanguard Information Technology ETF has an expense ratio of 0.1%, ...

Mutual funds reduced their stakes in HDFC Bank, ITC, Titan, and Swiggy in December while investing heavily in Reliance ...

This is used to identify a portfolio manager's skill to generate excess return in relation to the benchmark and the ...

When investors think about owning the market, the go-to exchange-traded fund (ETF) or mutual fund is usually an S&P 500 ...