As index funds replicate indices, the key is to understand what is getting replicated or which index is being tracked. In an index fund portfolio, the index applies two to three rules to a pre-defined ...

The shutdown of the Russian stock market, global financial sanctions, and the subsequent decision by index providers to reclassify and remove Russia from various indexes reminds us that index ...

Index-tracking mutual funds and exchange-traded funds have a lot of endearing qualities. Many of them pair low fees with a clear set of rules, which has been a big win for investors. But those ...

(Bloomberg) — Index-tracking stock funds with $350 billion in assets are due for a big revamp later this month, after S&P Dow Jones Indices retooled its rules to curb the dominance of the largest ...