Vanguard is best known for being one of the most fee-friendly fund managers thanks to its unique cooperative structure. Shareholders of Vanguard's mutual funds are effectively the owners of ...

Forbes contributors publish independent expert analyses and insights. William Baldwin covers investing, taxation and corporate finance. Tariffs or no tariffs, you need a core holding to carry you ...

Index funds and ETFs offer low-cost options to gain broad market exposure, yet they differ in fees, trading flexibility, and tax structures. Understanding these differences helps investors determine ...

The expense ratio is the percentage of your investment lost each year to management fees, trading expenses and other fund ...

The Vanguard S&P 500 ETF dethroned the longtime champion SPY by offering the same investments at a third of the cost.

Momentum is an especially strong market force. The average inflation-adjusted returns for U.S. large-cap stocks one year ...

Under normal circumstances, the fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in securities included in the underlying index. The index intends to track the ...

After surging 27% year to date, this international equity fund offers compelling value with foreign stocks trading at deep discounts to U.S. markets -- but understand why the gap exists before diving ...

September’s investors preferred safer options as the stock market hit new highs, according to Alight Solutions’ 401(k) Index. September saw a flight from U.S. equities to bonds, according to a recent ...

A predictive modeling framework integrating machine learning with real-time trading strategies generates over $500,000 documented profitability ...