We Do: Index Investing.
Index investing is key to our investment philosophy; it truly sets us apart from other investment managers. There are a lot of reasons we believe in this approach. We think it’s smarter, it has less fees, and it consistently performs better over the long run. In fact, the low-cost, tax-efficient practicality of index investing has been shown to repeatedly generate returns that have beaten the average actively managed mutual fund over time.
What is an index fund?
An index fund is a type of mutual fund that attempts to replicate a market benchmark, like the S&P 500. When that benchmark goes up, so should the fund. Buying a portfolio of index funds allows you to own much of the stocks and bonds that make up the market.
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A Primer On Index Investing is the perfect guide if you want to explore index funds, compare active versus passive investment philosophies, and learn how to reach your financial goals.
The evidence powerfully confirms that, at least in the mutual fund industry, the holy grail doesn’t exist.