EFTs are more tax efficient for the most
part than index funds.
Not exact matches
For his
part in the bet, Seides picked five
funds - of -
funds with interests in more
than 200 hedge
funds to go up against Buffett's Vanguard S&P
index fund.
And since they have low management fees,
index funds are often considered to be an important
part of a long - term investment portfolio because they require very little activity on your
part other
than buying and holding.
Here you can study a wide variety of investment assets, look for an
index fund for your own portfolio, and discover how different assets may complement each other to create a robust portfolio that is greater
than the sum of its
parts.
In the past, they've put out such research reports as I thought I wanted an ETF or how top ten active
funds are allegedly better
than index funds that for the most
part tried to pass along marketing spin as serious research and provided us with plenty of grist for the mill.
Index funds, overall, have delivered for shareholders a result that has been better
than Wall Street professionals as a whole, and
part of the reason for that is that they brought down the cost very significantly.
Methodology — The investment approach utilized by a particular
fund plays a key role in shaping its tax - efficiency; for the most
part,
index - based
funds are more efficient
than their actively - managed counterparts.
I use non-
index mutual
funds to 1) add more international exposure to my portfolio 2) invest in bonds 3) give me a bit more growth / value stocks
than my
index funds do and 4) take
part in a few investment strategies I find interesting / potentially fruitful.
As explained in the slice and dice
part of Seven Simple Steps to Investing, a REIT
index fund (and you should use only REIT
index funds, not single REITs) should be no more
than 25 % of your domestic stock allocation.
A new Morningstar study shows that investors are paying less in annual mutual
fund fees
than ever before, in large
part because they're increasingly moving to low - cost
index funds and ETFs.
Part 1 of this series I examined the idea that
index funds necessarily deliver better performance
than individual stocks.
Part 2 examined the idea that
index funds are a less expensive way to invest
than buying individual stocks.