Calpers beat its assumed rate of return during the June year. But the pension fund was still outperformed by major indexes.

Deversification is sweeping through the world of exchange-traded funds. Investing in an ETF that tracks only a few stocks—or ...

Index fund giant Vanguard is taking a more active approach to managing money for ET investors in the bond market.

Hedge funds are underperforming, too. There's more evidence that Wall Street is lagging behind the average retail investor this year. Hedge funds are up just 7.5% this year, according to data from ...

The Fidelity Small Cap Index Fund has an average annual 10-year return of 8.93% and a one-year return of 26.84%. It holds a current Morningstar rating of 4 stars. Why we covered this.

Here’s what to look for in a low-cost index fund and some of the cheapest funds on the market. Skip to main content ... putting up average annual returns of about 14.2 percent.

Index funds are passive investments, ... (ICI), the average annual expense ratio for active equity mutual funds was 0.64% in 2024 vs. just 0.05% for index mutual funds.