Rebalancing is a fundamental strategy for maintaining portfolio diversification, but it comes with a hidden cost that can ...

My favorite index fund for passive income is actually an exchange-traded (ETF): the Vanguard Utilities ETF ( VPU 3.67%). This ...

Small-cap funds take a bit more effort than large-cap ones, but they deliver diversification and research that you’d be ...

Lakhs of individual investors like Venkatraman are increasingly switching to passive MFs-pools of money that mimic the ...

We assign a Medium Morningstar Uncertainty Rating to Perpetual. Key business risks include overpayment and acquisition indigestion, as well as cyclical or structural risks from competition that could ...

Learn how you can benefit from an E*TRADE online brokerage account with beginner-friendly resources, powerful trading tools, ...

Bonds have always been a haven for investors, but new products could draw financial advisors and clients seeking higher yield ...

Year after year, funds actively managed by professional analysts fail to outperform passive index funds. So how are ...

Davis Select International ETF focuses on undervalued international equities. Learn why DINT's strong returns and 0.66% fee ...

Sun Communities (NYSE:SUI) is a fully integrated real estate investment trust. As a premiere owner and operator, the company ...

Improvements in technology, data, systematic trading and risk analytics have led to more successful municipal indexing.

But again, it's really about the style of how you're creating your portfolio, going from a passive type of strategy to something that's a bit more active.