A historical perspective on retirement portfolios.
Switching to lower cost funds can have significant effects on long-term outcomes.
Improving on the traditional 60/40 portfolio.
This article outlines the annual performance differentials between six major index makers: Dow Jones (and DJ Wilshire), Lipper, MSCI, Morningstar, Russell and Standard & Poor’s. More to the point, the article explores “index dependency.”
ETFs square off against index funds in the battle of the century. At stake? Billions of dollars in investment capital.