Is Your “Actively Managed Fund” Really Actively Managed?

This week’s AAII Weekly Digest highlights these “must-read” AAII articles:   Tracking the S&P 500 With Mutual Funds and ETFs There are more than 40 mutual funds and exchange-traded funds (ETFs) widely available to investors that explicitly list the S&P 500 in their name. These funds track the large-cap index or follow a strategy based…

 

Major Enhancements to Online ETF Guide

If you haven’t visited AAII.com recently, please take some time today to see what the website offers. Plenty of helpful resources are available at your fingertips to aid you in the investment process. The exchange-traded fund industry is continuing to experience strong growth, with assets under management (AUM) up 30% from 12 months ago. With…

 

The August 2017 AAII Journal is Now Available Online

  Feature Article: Exchange Traded Funds » The Individual Investor’s Guide to Exchange-Traded Funds 2017 Detailed return information and data on more than 500 exchange-traded products, including an overview of the ETF industry. Exchange-Traded Funds » The Four Groups of ETFs by Elisabeth Kashner Viewing ETFs as being vanilla, active, strategic or idiosyncratic makes it…

 

How Many Mutual Funds Should You Have in Your Investment Portfolio?

This week’s AAII Weekly Digest highlights these “must-read” AAII articles:   Frontier Markets Offer Growth From a Very Diverse Set of Economies AAII Journal editor Chuck Rotblut interviews Laura Geritz, manager of the Wasatch Frontier Emerging Small Countries Fund. These smaller countries have strong growth prospects and companies that are often oligopolies or monopolies tied…