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INDEX FUNDS News & Analysis

Index funds have officially won
Funds
Index funds have officially won
Now what?
John Rekenthaler, CFA | 13 February 2024
Cage match: Traditional index funds vs. ETFs
ETFs
Cage match: Traditional index funds vs. ETFs
How do they stack up when it comes to costs, trading capabilities, and taxes?
Christine Benz | 24 October 2023
Why index funds and ETFs are good for retirees
ETFs
Why index funds and ETFs are good for retirees
Low costs and tax efficiency are obvious pluses, but so are ease of oversight and cash flow extraction.
Christine Benz | 30 May 2023
Investing Compass: Our favourite income ETF
ETFs
Investing Compass: Our favourite income ETF
We explore how we find good ETF investments, what investors should look for, and our best pick for Income ETFs with our guest, Associate Director,...
Shani Jayamanne | 18 May 2023
Q&A, your way: Episode 5
Video
Q&A, your way: Episode 5
Morningstar's director of product management, Mark LaMonica, answers a question about investing in an ASX200 index fund.
Mark LaMonica, CFA | 09 November 2022
Vanguard's other index-fund invention
Stocks
Vanguard's other index-fund invention
Should Jack Bogle have lamented his subsequent creation?
John Rekenthaler | 02 June 2022
The rise of active management in a passive world: Editor's Note
ETFs
The rise of active management in a passive world: Editor's Note
Just because it says ETF on the tin doesn't mean the fund operates in the tradition of Buffett or Bogle.
Emma Rapaport | 03 December 2021
6 qualities of great index funds
Video
6 qualities of great index funds
To understand your fund, get to know its underlying index.
30 November 2021
Decoding an ETF's DNA
ETFs
Decoding an ETF's DNA
When it comes to doing your homework on ETFs, understanding index construction is indispensable.
Ben Johnson, CFA | 28 October 2021
Investors can't rely on the "index-effect" for a quick buck: S&P
Stocks
Investors can't rely on the "index-effect" for a quick buck: S&P
Betting on companies moving in and out of an index no longer a viable strategy, according to a new report from S&P.
Lewis Jackson | 28 September 2021