In early 2025, E-Trade launched a series of five no-fee index mutual funds, making it the second major online brokerage to ...

So, consider the Vanguard S&P 500 ETF. It's an exchange-traded fund (ETF) -- which is like a mutual fund but trades like a ...

First Trust Multi-Asset Diversified Income Index Fund has a 6.6% yield from stocks, REITs, preferreds, MLPs and junk bonds.

As for costs, the Vanguard 500 Index ETF has an ultra-low expense ratio of 0.03%. That is roughly one-third the cost of the ...

In 1Q25, the portfolio (I share class) returned 2.37%, -29 basis points behind the Bloomberg U.S. Universal Index.

Fidelity Series 5+ Year Inflation-Protected Bond Index Fund FSTDX 7.28% Fidelity Series International Developed Markets Bond Index Fund FSTQX 4.99% Fidelity Series 0-5 Year Inflation-Protected ...

First, of course, is their cost advantage: All of our Gold-rated small-cap index funds carry below-average expense ratios, which give them a lower hurdle to jump over to generate returns.

The Fund seeks to track the performance of a benchmark index that measures the investment return of small-capitalization value stocks. The Fund employs an indexing investment approach designed to ...

The Fund invests at least 80% of its assets in common stocks included in the Dow Jones US Total Stock Market Index, which represents the performance of a broad range of U.S. stocks.

On the surface, this fund and the market-cap-weighted MSCI ACWI ex USA Value Index provided a similar value orientation with comparable price/book ratios. The big difference between this portfolio ...

The fund may become non-diversified, as defined under the Investment Company Act of 1940, solely as a result of a change in relative market capitalization or index weighting of one or more ...

As of May 31, 2025. *Small-company U.S. stocks. †Foreign stocks. #High-grade U.S. bonds. N/A = Fund not in existence for the entire period. Profit and prosper with the best of expert advice on ...