Everand Logo

Welcome to Everand!

  • Kiplinger

    The Truth About Index Funds

    by James K. Glassman Aug 27, 2021 5 minutes

    Index funds, which are designed to mimic the ups and downs of a specific index, from the S&P 500 Index to the Barclays Capital California Municipal Bond Index, have become a runaway success. Index investing was introduced to the public with mutual funds in the 1970s. The strategy got a big boost in the 1990s with the rise of exchange-traded funds (ETFs), which can be bought and sold like shares of stock.

    It wasn't until the turn of the millennium, however, that index funds really caught on. Between 2010 and 2020, they grew from 19% of the total fund market to 40%, and two years ago, the total assets invested in U.S. stock index funds surpassed the assets of funds actively managed by human beings. The

    You’re reading a preview, subscribe to read more.

    More from Kiplinger

    Kiplinger2 min read
    Tax-Savvy Charitable Giving With QCDs Can Benefit Both Giver and Receiver
    Plenty of retirees like to give back to their communities through charitable donations, but questions often arise over the best way to do that. What approach is efficient, provides the tax benefits you’re after, and also is advantageous for the chari
    Kiplinger4 min read
    Got Crypto? The IRS Really Wants to Know
    The 2022 crypto price crash understandably has some investors concerned. But for those of you who haven’t run for the hills, it’s worth knowing that cryptocurrency currently has the attention of not only the Biden administration, and Congress, but th
    Kiplinger5 min read
    4 Steps for Managing Income Withdrawals in Retirement
    If you’re like most Americans nearing retirement, you’re worried about whether you have enough savings. In fact, only 22% of those approaching retirement believe they’ve saved enough to retire comfortably. At a time when the stock market is down, inf

    Related Books & Audiobooks