The Federal Reserve has battled a variety of economic troubles over the past 35 years. Between tech busts, a financial crisis ...

It’s easier to make a case for using fairly priced, proven active bond funds than it is for stock funds. That’s the upshot of recent research by Morningstar’s Eric Jacobson and Maciej Kowara. In “The ...

Index investing allows market participants the ability to build their ideal portfolios using baskets of stocks and bonds.

The recent shift from a decades-long decline in yields to rapid rate hikes has increased the difficulty and uncertainty in developing return expectations for bond funds. Bond funds, due to their ...

Want an index fund that omits slower-growing companies? Here's one.

Index funds have long been hailed as the gold standard for long-term investing—offering low fees, market-wide exposure, and steady returns. Developed by Vanguard founder Jack Bogle, index funds don’t ...

Morningstar and PitchBook have developed a series of indexes to track the performance of the growing number of semiliquid funds investing in private markets.

The $11 trillion in assets manager has shifted its recommended allocations to 70% fixed income. It now has more than $1 trillion in funds committed to bonds. In investing’s age-old active versus ...

In early 2025, E-Trade launched a series of five no-fee index mutual funds, making it the second major online brokerage to offer no-cost funds, following Fidelity Investments. That’s good news for ...