The results of Morningstar's latest study tracking fees and performance finds accelerating consolidation and commodification ...

Why we should sing the praises of the tried-and-true 60/40 stocks-bonds portfolio.

The surprisingly good long-term performance of a traditional blend of 60% stocks and 40% bonds Over most 30-year periods in U.S. history, a 60/40 portfolio either performed just as well as an ...

U.S. colleges and universities would, collectively, be $468 billion richer today if they had fired their investment managers 20 years ago and instead invested their endowments in low-cost index funds.

Compared to GSBD, FSK bonds have a yield above 1%, while the spread to CGBD bonds is slightly lower at around 0.6%. It is as ...

Oxford Square Capital Corp. has a 7.1% yield on OXSQG bonds, 208% asset coverage, and zero non-accruals. Find out why OXSQ ...

Stock and bond funds with lower fees are outperforming their more expensive category peers, according to new research from Morningstar. Over the past decade, the return difference between the cheapest ...

This article was written by Vikas Jain, Index Quant Research and Yingjin Gan, Head of Index Research at Bloomberg. Over the past few decades, index-linked (passive funds) have experienced substantial ...

Learn how index funds invest in market indexes like the S&P 500 for broad diversification and market performance replication.

U.S. colleges and universities would, collectively, be $468 billion richer today if they had fired their investment managers 20 years ago and instead invested their endowments in low-cost index funds.