2020年9月29日 · Index funds have several major advantages over direct ownership of the underlying securities. Here's a brief review: Diversification-- Each index fund represents an interest in an underlying basket of securities. This allows investors to gain broad exposure to a large group of companies easily. This diversification also makes

2020年10月29日 · Exchange-traded funds have grown increasingly popular in recent years, and the number of offerings has swelled. Today, these securities compete with mutual funds and offer a number of advantages over their predecessors, including: Low Cost-- Unlike traditional mutual and index funds, ETFs have no front- or back-end loads.

2020年10月7日 · Specialty funds, which invest in stocks meeting certain criteria (such as geographic region, industry sector, social causes, etc.). Sector funds, which invest in specific stock groups, often within one industry. Index funds, which invest in the same or similar stocks as equity market indices like the S&P 500.

2019年10月1日 · These stocks don't necessarily need to be the exact stocks in the S&P 500 index; the objective is simply to mimic the index's characteristics rather than purchase every stock in the index. Fund managers like the stratified sampling approach because it's easier, faster, and usually involve fewer transactions than fully replicating an index.

2019年10月1日 · A spider (SPDR) is an exchange-traded fund (ETF) that tracks the Standard & Poor's 500 Index. SPDR stands for S&P Depository Receipts. However, the term can also refer to any ETF that tracks the S&P 500. The original SPDR ETF …

2020年9月29日 · For example, the iShares Dow Jones Select Dividend Index Fund is an ETF that invests in the 100 stocks contained in the Dow Jones U.S. Select Dividend Index. ETF shares are essentially legal claims to underlying shares held in a trust by the fund 's creator or authorized participant, which is usually a market maker , specialist or institutional ...

2020年11月11日 · Like all foreign funds, the dollar's fluctuations have an impact on the fund 's value. Remember, a weak dollar means that the stocks you hold, which are valued in foreign currencies, will command more dollars when they are sold. A weak dollar is good for dollar-based foreign investors. Why Does the EAFE Index Matter?

2020年10月15日 · Open-End Funds: Open-end mutual funds stand ready to issue and redeem shares on a continuous basis. Shareholders buy the shares at net asset value (NAV) and can redeem them at the current market price. Load Funds: The term ' load ' refers to the sales charge paid by an investor who purchases shares in a mutual fund.

2020年11月13日 · Bond funds come in many shapes and sizes. Some of the major bond-fund categories are: U.S. Treasury bond funds. Municipal bond funds. Mortgage-backed security funds. Corporate bond funds (within this category are several subcategories based on target maturities, credit rating, industry, etc.) International bond funds

2020年10月15日 · While there are many mutual funds on the market, one of the most popular mutual funds available is the Vanguard S&P 500 index fund (VFIAX). This fund owns the 507 total stocks represented in the S&P 500 index, while charging a very low expense ratio to investors.