Learn how index funds invest in market indexes like the S&P 500 for broad diversification and market performance replication.

The U.S. stock market has become so concentrated that even broad index funds are no longer well diversified, our columnist says.

Learn what financial instruments are, explore major types and asset classes, and understand how they work in investing, trading, and portfolio construction.

The PRISM Wealth-Building Process can help you decide on the appropriate allocation for each of your goals. This five-step process helps to create a personalized investment policy statement to guide ...

Imagine you want to build a house, you wouldn’t try to use only a hammer, you’d pick the right tool for each step (saws, nails, drills). Investing is similar, no single vehicle is perfect for every ...

A recent downturn in performance is just a blip in a long record of delivering strong results with less risk. Here’s what smart-beta funds are and what to consider about them as they show up more in ...

Under pressure from outflows, active managers are in a race to launch exchange-traded fund versions of strategies many already offer as traditional mutual funds. To give a sense of that, here’s a time ...

These are some of the best Fidelity ETFs offered right now.

Stock and bond funds with lower fees are outperforming their more expensive category peers, according to new research from Morningstar. Over the past decade, the return difference between the cheapest ...