The latest tally shows that 65% of actively managed U.S. large-capitalization mutual funds fell short of the benchmark Standard & Poor’s 500 stock index in 2024. That’s worse than the 60% of funds ...
Separately managed accounts have one big advantage over tax-managed mutual funds and ETFs. FIn this report, Morningstar researchers examine the continued growth of direct indexing and other tax ...
The Securities and Investment Management Association will also represent capital markets participants, investment dealers ...
Legendary investor Warren Buffett: Knowing that they can't match his record, more small investors are putting their money in passively managed index funds. (Associated Press) Ordinary stock market ...