Someone else would have thought of index funds for the average investor, but it took Vanguard’s John Bogle to make them work.
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Goodbye, John Bogle
Tag Archives: Mutual Funds
Your Mutual Fund’s Unwelcome Gift
If your mutual fund surprised you with an unexpected tax bill this holiday season, you’re stuck with it.
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The Race To ‘Zero’ Expenses
Mutual funds with zero expenses have their appeal, but that doesn’t mean every investor should own one.
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Sharing Details About Funds’ ‘Active Share’
A deal with New York’s departed attorney general should bring some useful investing information out of the closet.
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Rivals Try To Kneecap Vanguard
With Vanguard’s mutual fund market share climbing, competitors try to weigh it down with higher costs or blanket bans.
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First In, Worst Out
Tax-aware managers can largely work around a proposal that will mainly affect the smallest, least sophisticated investors.
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Another ‘Black-Box’ Strategy Disappoints Investors
An exotic fund’s travails remind investors to understand what they are buying.
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Schwab Ditches Funds With Sales Charges
After today, you can’t buy a mutual fund that charges sales loads at Charles Schwab. But you probably don’t want to anyway.
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How Justices Could Avoid Conflicts Of Interest
Supreme Court justices would usually be better off owning mutual funds, rather than stocks that create potential conflicts.
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If Index Funds Take Over, Who Else Can Survive?
As index funds approach half of U.S. stock market value, what room is left for actively managed funds and their managers?
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