How do you calculate the excess return of an ETF or indexed mutual fund?

July 8, 2024 No Comments

A: For exchange-traded funds (ETFs), the excess return should be equal to the risk-adjusted (or beta) measure that exceeds the instrument’s benchmark or annual expense ratio. It’s easy to assess index mutual funds against the benchmark index: just subtract the benchmark’s total return from the

Is it possible to invest in an index?

June 30, 2024 No Comments

A: First, let’s review the definition of an index. An index is essentially an imaginary portfolio of securities representing a particular market or a portion of it. When most people talk about how well the market is doing, they are actually referring to an index.

Is it possible to invest in an index?

July 7, 2024 No Comments

Is it possible to invest in an index?

July 7, 2024 No Comments

Is it possible to invest in an index?

July 8, 2024 No Comments

Should I invest in ETFs or index funds?

June 30, 2024 No Comments

A: Exchange-traded funds, or ETFs, and index funds are very popular with investors; both offer advantages over actively managed mutual funds. The question of whether to include them in your investment portfolio is largely decided by whether they suit your personal investment style, strategy and

Should I invest in ETFs or index funds?

July 7, 2024 No Comments

Should I invest in ETFs or index funds?

July 7, 2024 No Comments

The most common ETFs that track the metals and mining sector

June 30, 2024 No Comments

A: There are two general types of ETFs that track the metals and mining sector. There are ETFs that invest in mining companies and there are ETFs that invest directly in physical metals. The most common ETFs that track the metals and mining sector are:

The most common ETFs that track the metals and mining sector

July 7, 2024 No Comments

All Rights Reserved