There’s a fading but lingering misconception that socially responsible investing (SRI) means sacrificing returns against a benchmark. When evaluating the pros and cons of responsible investing, ...

Christine Benz: Hi, I'm Christine Benz for Morningstar.com. What is tracking error, and what information does it yield about mutual funds? Joining me to discuss that topic is Russ Kinnel. He is ...

(MoneyWatch) Investing in stocks involves accepting economic and political risks in return for higher expected returns than you can earn investing in Treasury bills or CDs. To help address these risks ...

Investors who study their index funds closely eventually learn of tracking error – the difference between the fund's performance and that of the underlying index it ...

In the month of June, the market price of iShares MSCI Emerging Markets( EEM) had a volatility that was 27% greater than its index and an annualized tracking error of ...

Advisers today can access more-exotic locales and asset classes than ever before, thanks to exchange-traded funds. The evolution of the ETF universe, however, means ...

When I purchased my first iPad three years ago, I took advantage of the opportunity to engrave two words on the back: Intention and Grit. I chose those words as a reminder of the essence of active ...

We discussed the goal of leveraged ETFs previously - to provide daily returns that match the desired ratio over the underlying index (here). These ETFs rebalance daily to maintain the proportional ...

Most of us believe that index funds will consistently deliver returns similar to the market, regardless of whether we invest in SIPs or a lump sum. Now imagine this: one person invests Rs 5 lakh as a ...

Tracking error is defined as the standard deviation of the difference between the fund’s returns and the returns on the index. In an ideal world, a tracker fund or ...