Investing in bond funds introduces more return variability vs. the implied outlook with a relevant buy-and-hold position in ...

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 ...

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 ...

Billions of dollars flow into managed funds regularly, and investors shell out huge sums in fees. Yet low-fee index funds tend to outperform the vast majority of managed funds. Most investors should ...

Charles Schwab ranks among the top 10 in the largest fund families for total net assets. The financial services firm has more than 50 years of history and presents ample opportunity for all investors ...

When it comes to long-term investing, the debate between index funds and mutual funds is a common one. Both investment ...

Based on the conventional wisdom in the financial-planning industry and in financial media, you'd think the new world of low-cost exchange-traded funds and index funds is a straightforward win-win for ...

Based on the conventional wisdom in the financial-planning industry and in financial media, you’d think the new world of low-cost exchange-traded funds and index funds is a straightforward win-win for ...