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This article originally appeared in the September 2014 issue of the AAII Journal. Like mutual funds, exchange-traded funds (ETFs) are a way for investors to participate in the stock, bond and commodity markets; achieve a diversified portfolio; and gain access to a broad array of...

This article originally appeared in the November 2014 issue of the AAII Journal. About 70% of active equity mutual funds are closet indexers that generally fail to beat the market after fees. On the other hand, the other 30% of funds outperform on average. Thus, the task is to...

According to the Investment Company Institute’s Fact Book, in 2015, there were over 16,000 mutual funds, closed-end funds and exchange-traded funds. This is more than the current number of stocks listed on the NASDAQ, NYSE and Amex exchanges. [Editor’s note: As of January 31,...