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Is Your Index Fund Tracking the Right Index? Here’s What to Look For Understanding these 6 qualities of the best indexes can help investors choose among thousands of index funds.

"If you want a diversified portfolio of U.S. stocks, which tends to be a big portion of the core of a U.S. investor's portfolio, all you need is one index fund or ETF," he says. "At a bare minimum, a ...

Related: Will the SEC Ban 12b-1 Fees? Despite their names, not all S&P 500 index funds are alike. Consider this: over the 10-year period from January 2011 through December 2020, the S&P 500 index ...

Morningstar has launched a new forward-looking ratings methodology tailored to the growing market of semiliquid investment vehicles, extending its Medalist Rating system to provide greater clarity ...

In a blog post this week, Arnott ranked U.S.-based mutual funds and ETFs in Morningstar's database, ... Eight of the 15 funds are low-cost, passively managed funds that track broad market indexes.

Actively managed funds continued to lag behind their passive counterparts in 2024, with less than half of them outperforming comparable index funds, according to Morningstar’s latest US Active ...