Dimensional Fund Advisors' latest research adds to existing literature highlighting sometimes-overlooked downsides with the ongoing rush to low-cost ETFs and other products.

Without position size caps or other safeguards, a strictly proportionate cap weight can give an unwanted influence to very large or mega-cap companies. This can have the effect of diminishing a fund's ...

Old Mutual Global Equity earns an Average ... against the category group index: a benchmark that encapsulates the performance of the broader asset class. The fund's long-term absolute return ...

target date fund risk, management risk, index tracking risk, risk of loss, market risk, equity risks, fixed income risks, foreign country and emerging markets risks, inflation-linked instruments ...

Passive investing via index funds and ETFs has gained popularity due to low costs, but it carries risks. These include ...

A particularly convenient kind of index fund to invest in is an exchange-traded fund (ETF) -- a fund that trades like a stock ...

The EBITDA margin also contracted during the year. It came in at 7.9% as compared to 9.6% in the previous corresponding period.

124 Years of the Australian Stock Market A breakdown of the Australian stock market’s historical returns since 1900. Presented in an easy-to-digest visual layout. Updated October 2024.