Why do a fund's returns sometimes differ from its underlying index? A longstanding legal principle holds the key.

Our research team assigns Gold ratings to strategies that they have the most conviction will outperform a relevant index ... managed mutual funds for low-cost exchange-traded funds.

An inexpensive mega-cap index fund. Our research team ... immune to investors abandoning actively managed mutual funds for low-cost exchange-traded funds. Customer complaints remain a sore spot ...

This ETF holds over 150 real estate stocks, primarily real estate investment trusts (REITs), companies that acquire and lease properties. The Vanguard Real Estate ETF holds REITs specializing in ...

Alpha and beta are crucial metrics for mutual fund investors, indicating performance and risk relative to a benchmark.

The tech giants make up a sizable portion of the S&P 500 index, which means many investors ... competitors before buying. An exchange-traded fund, or ETF, allows investors to buy many stocks ...