If your portfolio includes an index fund, you may need to review and adjust your holdings. Adam Hayes, Ph.D., CFA, is a financial writer with 15+ years Wall Street experience as a derivatives trader.

While index providers and index fund managers play different roles, they are equally important to the index investing landscape. As index investing likely continues to grow, it will be important for ...

The composition of index funds has changed dramatically over the past 25 years, and not necessarily for the better. A typical index fund from the late 1990s tracked a broad index that held hundreds of ...

Tristan Yates is executive director of Yates Management, a consultancy serving U.S. financial institutions and mortgage-backed security providers. Yarilet Perez is an experienced multimedia journalist ...

Indexes represent baskets of financial assets, gauging overall market performance. Index funds allow passive investment at low costs, popular for matching market returns. Understanding indexes helps ...

Indexes aren’t just important for index funds. By creating a virtual portfolio that represents the “market” (or a specific style of sector), they also establish a “typical” return and risk level that ...