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…

 

What Every Investor Should Know About Mutual Funds

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…

 

Rate Hikes, Inflation and What You Earn

Yesterday’s interest rate hike by the Federal Open Market Committee was the third in a 15-month period. More notably, it was just the third rate hike since the financial crisis. The rate hike represents another step in the (so far) very gradual removal of stimulus. At current levels, rates remain low on a historical basis…