A strong year for stocks left little room for active managers to carve out an edge in 2024, while active bond managers benefited from taking on credit risk. Of the 3,200 active funds included in our ...
Forbes contributors publish independent expert analyses and insights. Host of the Retire Sooner podcast and CFP™ practitioner. Is one of the most popular investing strategies quietly distorting the ...
The debate around active vs passive mutual funds has further intensified amid a rapidly expanding mutual fund investment landscape in the country. With more first-time investors entering the market ...
Chances are, if you put a group of Bogleheads in a room with a bunch of fund managers, it’s likely nobody will completely agree on the best investing approach. If you casually toss the active vs.
When investing in mutual funds, investors can choose from a wide range of categories. Although the funds can range from debt to equity, large-cap to small-cap and from gold to sectoral, two broad ...
Elections, executive orders, tariffs, and geopolitical risks made for a roller-coaster ride during the 12 months through June 2025. Conventional wisdom says active managers should better manage those ...
Closed-end funds (CEFs) are relatively under the radar compared to peers like exchange-traded funds (ETFs) and mutual funds. Closed-end funds are generally desirable for two reasons: 1) high income; ...
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