Kiplinger

Move Over ETFs: Direct Indexing Is an Investment Strategy Worth Paying Attention to

Recently, direct indexing, a lesser-known investment approach, has started outpacing both ETFs and mutual funds in investor adoption. Direct indexing offers unique benefits that can’t be replicated in a traditional ETF or mutual fund structure, particularly around personalization and tax management.

Given its benefits, direct indexing is expected to continue to outpace ETF and mutual fund growth over the coming years according to a . Here’s what you need to know about this

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