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By Kathleen McBride, AdvisorOne |
January 12, 2011
Total returns show the Fundamental Index-based ETF beat cap-weighted indexes through the 5-year anniversary.
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By Kathleen McBride, AdvisorOne |
August 13, 2010
Fundamental Indexing for bond funds may change how you invest in that asset class.
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By Kathleen McBride, AdvisorOne |
August 2, 2010
Moves from cap-weighted index to fundamental index; the name changes, too.
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By Staff Writer |
April 2, 2007
Charles Schwab launched three new index funds April 2 that are based on fundamental indexes rather than cap-weighted indexes such as the S&P 500. Fundamentally weighted indexes base inclusion in the index on a company's sales, cash flow, dividends, and book value, rather than on market cap, P/E, or valuation,...
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By Elaine Robertson Demby |
January 1, 2007
Proponents of passive investing like Roy Komack, president of Family Financial Architects, Inc., claim it produces better returns at less cost to clients, than actively...