to be used for any questions related to Index funds. The question should clearly state the Index in question [Nasdaq,LSE] or the fund house in question. If the question is generic with the intention to understand how the funds work, then a specific example should be quoted to get a better answer.

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5
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3answers
222 views

What is the smallest amount worth investing in index funds?

Say I have just a few hundred dollars available which I want to invest long-term. I'm still saving money and putting it aside each paycheck, so if I wait 6 months I'll have a few hundred more to ...
1
vote
1answer
20 views

Dividend in Index fund in India

Do the customers get dividend on investing in Index fund in India? I searched on net but could not find anything useful!
9
votes
5answers
1k views

How can I invest in an index fund but screen out (remove) certain categories of socially irresponsible investments?

I currently invest in index funds (VFINX and FUSEX) but would like to negatively screen out certain categories of investments for the purposes of "Socially responsible investing". I don't have any ...
14
votes
4answers
1k views

Advice for college student: Should I hire a financial adviser or just invest in index funds?

I just started college and after calculating the cost for my degree I calculated that I have $50,000 that I wont need until after college. I think that the best think for me to do with that money is ...
0
votes
0answers
21 views

Oil Tracking Indexes

I am trying to understand why an index like, SPGSCLP (S&P GSCI Crude Oil Index Excess Return), which states that it tracks oil prices does not have the same index value at different points when ...
5
votes
3answers
287 views

Is investing exlusively in a small-cap index fund a wise investment?

I'm 26 live in the UK and do not own a home. I have a regular income of which I save about 33% off after tax and I've good job security. I'm single with no children. I've 60% of my savings in a P2P ...
3
votes
1answer
85 views

Are there any useful method to pick funds?

Since there are some many funds in the market, and there are so many data, are there any methods or algorithms to pick funds to maximize the return of funds.
3
votes
3answers
316 views

High expense ratio funds - are they worth it?

I have a mix of high expense (1.5%) mutual funds and low expense (0.2%) index funds. Everyone talks about getting out of high expense funds because it eats into your gains (which is true). However, ...
3
votes
1answer
60 views

Why are funds' transaction costs 1% of their portfolio turnover?

John Bogle suggests the transaction costs incurred by funds (and thus the lag they have on their investments) should be considered as 1% of the fund's portfolio turnover (0.5% for buy, and 0.5% for ...
1
vote
2answers
101 views

Where to find Vanguard Index Funds?

I am trying to find Vanguards S&P 500 index funds and Vanguards Dow index funds. But I only see "Mutual" or "ETFs" Funds. Is Vanguard Mutual funds equivalent to a index fund?
2
votes
1answer
29 views

How to compute real return including expense ratio

I am currently hesitating between 2 similar International Index Fund, FSIVX and FIENX. FSIVX have an expense ratio of 0.12% while FIENX have 0.63%. I can try to compare them side by side on google ...
1
vote
2answers
210 views

Index funds with dividends?

I'm new to buying stocks. I've done a bit of reading about investing in the stock market. Some people seem to recommend index funds. Other people seem to recommend only buying stocks that pay ...
-1
votes
1answer
122 views

Do precious metals and mining sector index funds grow as much as the general stock market?

We all know that precious metals are extremely volatile (high beta) and that commodities usually do not have a long-run real return (zero alpha). I currently have 1% of my portfolio invested in a ...
0
votes
0answers
68 views

Should I sell or keep an ETF with “high” management fees?

I'm in Canada, and I have some RBF557, an ETF whose management fees aren't to my liking. It's an S&P500 index fund. I'd like to sell it, and reinvest the proceeds into another S&P500 index ...
3
votes
1answer
53 views

Is dividend factored into Annualized return?

I would like to keep it as simple as possible. If I visit Vanguard Benchmark returns page here https://personal.vanguard.com/us/funds/tools/benchmarkreturns It shows annualized returns for different ...
0
votes
1answer
74 views

How do leveraged ETFs (index tracking) set intraday pricing?

I'm curious specifically about the pricing mechanism of leveraged ETFs, and specifically 3x - let's take SPXL as an example (3x S&P500 bull etf). I know that this fund is designed to track the ...
4
votes
0answers
122 views

Historic variation in FTSE100 total market capitalization as a proportion of the FTSEAllShare total market cap?

Many years ago (in ~2000, give or take a year?) I remember seeing some discussions on The Motley Fool UK's forums about how much more diversification investing in an FTSE-AllShare tracker instead of ...
0
votes
0answers
70 views

Is there any way to do Automatic investment in ETF?

My Goal is simple: Contribute X amount every month to some Y Vanguard ETF Put it on autopilot (Automatic investment) without having any transaction fees. Since Vanguard does not charge any money ...
-4
votes
2answers
117 views

How does the world - in aggregate - generate a non-zero return? [closed]

Given the sum of two entities' wealth remains the same after any given transaction, how do these entities grow in value as a whole? For example, if I grew some corn in China and sold it to the US for ...
5
votes
3answers
358 views

Should I Pay Off my Student Loan Debts First or Invest in an Index Fund?

I am an Albertan currently about $8,000 in debt from student loans. Roughly $5,500 of this $8,000 is an Alberta Student Loan, while the rest ($2,500) is from the National Student Loans Service Centre ...
1
vote
1answer
41 views

Singapore Index Fund(s)

What are some/is a Singapore index fund(s) on the Singapore stock exchange? Does Singapore have sector funds on its exchange as well? Thank you!
2
votes
1answer
92 views

Investing in ETF/Index-Fund Twice [401(k) and Individual investor Account]

I'm young, new to investing, and have the following nagging question. Let's assume I have $1000 of disposable income that I'm willing to throw into the market. I've read with small amounts such as ...
-3
votes
3answers
96 views

Are there “buy and hold” passively managed funds?

A "buy and hold" passively managed fund would be like an index fund when it comes to buying stocks, but the fund would never sell a stock, say if it's removed from the index. If there's a significant ...
6
votes
2answers
374 views

Do index tracker funds (ETFs) typically pay dividends?

When you invest in a fund, such as a FTSE 100 tracker, do you get the benefit of dividends? I understand the FTSE 100 index does not include dividends. Of course, if you held the share basket ...
7
votes
2answers
275 views

What is cheaper annually — buying shares in a Vanguard index fund or buying shares of an ETF?

I’m having some difficulty figuring out which route would minimize the annual fees I pay. Vanguard offers an index fund that tracks the S&P 500 with an expense ratio of 0.25%. Then, there’s this ...
3
votes
1answer
151 views

Argument against small-cap investment

I just finished John Bogle's Common sense investing and I think I am convinced that investing in Index Fund is a great idea. Now, I really thought it would be a simplistic choice but I really was ...
2
votes
1answer
134 views

What's the difference between investing in Index Fund through and not through a IRA/Roth IRA?

I'm a young adult who currently invest in Vanguard index fund using money from my paycheck, which is already taxed. What is the difference of doing this compared to put the money into a Roth IRA ...
4
votes
3answers
328 views

Is it true that more than 99% of active traders cannot beat the index?

Recently my pension fund gave a presentation at the place where I work. They explained that they invest by following the index of several stock exchanges. They reason that since 99% of the active ...
2
votes
2answers
89 views

Is there an ETF/index fund respecting my individual ethical preferences?

The product I am looking for is a diversified ETF like MSCI World, excluding sectors that I do not want my money to be invested in. Ideally, I would be able to choose a basis ETF (like MSCI World), ...
-3
votes
1answer
110 views

Financial advisor is outperforming Vg LifeStrategy 80. Should I keep him?

My financial advisor has my money invested in a range of actively managed funds. In 4 years since July 2011, the portfolio he has created has gained about 50%, while LS 80 Acc has gained about 40%, ...
0
votes
1answer
209 views

Best way to maximize current income from stock market as a low income person

Due to some health problems it is quite difficult for me to work full time. I get my income from odd jobs and on-line surveys. I was wondering what the best way to maximize some of that income. ...
0
votes
0answers
47 views

Good Index funds in EU precisely in the Hungary area?

U.S citizens can easily purchase Vanguard index funds to invest and they are the most recommended. Are there any similar options for EU citizens, mainly Hungary? I am only getting familiar with the ...
2
votes
1answer
86 views

Index Fund Style: Blend or Value and Growth

I am trying to put together a portfolio and I am looking at ETF index funds. As i cover the different sectors, in the past I have had small, mid cap and large cap funds/etfs with both Growth and value ...
1
vote
1answer
121 views

How can I compare the performance of a high dividend funds with other funds and or an index

I've been trying to do some investment due diligence. I'm looking at funds for a family member that needs some dividend income. Some of the high dividend funds that were recommended to me seem to have ...
1
vote
1answer
219 views

Does investing in index funds on a monthly basis involve brokerage fees?

Let's say i want to invest in some index funds, and i know which ones to go for. Let's say i can also make the initial required minimum investment. My question is, will an automatic investment plan ...
3
votes
2answers
218 views

Is it a good idea to put everything in the S&P500?

I've maxed out my IRA, have a three-month emergency fund, and have paid off all my debts. I have some remaining money to invest and don't have any short-term goals to spend it on. While my priorities ...
2
votes
1answer
76 views

How is the return rate on index funds calculated?

For example, i was viewing this mid-cap index fund: http://www.bloomberg.com/quote/VMGRX:US It says the annual return is 16.41%. How is that calculated? The index has not risen enough in price over ...
9
votes
5answers
2k views

Pros/cons of borrowing money using a mortgage loan and investing it in a low-fee index fund?

I'm wondering if this investment strategy would work: I get a mortgage loan for $300K at a 3% rate (realistic for current 5-year fixed mortgage rates here in Canada). I invest the proceeds in a ...
1
vote
3answers
345 views

Does longterm investment in index funds still make sense in a reality of massive algotrading?

More and more teams around the world are starting to compete against each other with sophisticated trading algorithms (both high and low frequency trading). For a private investor, if this trend ...
0
votes
0answers
83 views

Lower-cost index funds vs. managed (higher-cost) tax-advantaged IRAs?

If having to choose between a non-retirement lower cost index fund and a managed higher cost IRA (both traditional and Roth), which is less impeded and likely to grow more long-term? Put another way, ...
2
votes
1answer
290 views

Why buy SPY when there is S&P500?

I don't quite understand the purpose of SPY (SPDR S&P 500 ETF Trust) and other S&P500 ETF. If SPY is designed to track the performance of S&P500, why not just buy S&P500(like index ...
3
votes
2answers
484 views

Why isn't index fund investing (Bogleheads school) more commonplace? [duplicate]

I started investing recently, but I've been searching for information for over a year now. My main sources (listed below) favour the strategy of Jack Bogle. i.e. Choosing an index fund with good ...
2
votes
1answer
145 views

How long took a person to get the break even investing since 2000 in MSCI WORLD INDEX?

I read in another forum that a person who invest before the Dot-com bubble (2000) took 15 years to get the break-even. Basically only in 2014 or 2015 he starts to gain money. This seems wrong, but i ...
2
votes
2answers
133 views

Index ETF or Index mutual fund - standard brokerage account

If I plan to hold an asset for 10 years, the asset is offered as a mutual fund and an etf, with the same 0.25% fee, and quarterly dividends of 100.00, from a tax and reinvestment standpoint, which ...
2
votes
2answers
588 views

Should I move out of my actively managed IRA at Fidelity and put it all in index funds?

I have an IRA at Fidelity. It is where I have rolled old 401k plans into. Currently, I am paying Fidelity to actively manage the account. It is currently invested is many mutual funds, bonds and ...
6
votes
2answers
835 views

Is Buying American Shares in Canada a Good Idea?

I am looking at buying some American based shares such as SPY (the S&P 500 Index ETF), but I am in Canada. I am wondering if buying something like this will have any consequences (e.g. I have to ...
-1
votes
1answer
98 views

Passive vs. active investing past performance comparison/data?

I am looking for past statistical data how on average active investment (managed by fund manager) compares to passive investment (index) in 10 or 20 past years. I intend to compare the average gains ...
2
votes
1answer
155 views

What's the difference between “Index” and “Accumulation” tracker funds?

Here are two trackers running on the same index: http://www.morningstar.co.uk/uk/funds/snapshot/snapshot.aspx?id=F00000OOAW http://www.morningstar.co.uk/uk/funds/snapshot/snapshot.aspx?id=F00000OOAV ...
2
votes
1answer
216 views

What are Some Good Low Cost Index Funds to Invest in for the Long Term?

I am 19 years old (in Canada) and have heard that "Low Cost" index funds are a safe and highly profitable way to invest small amounts of money each month. My aim is to invest every month until I am ...
10
votes
3answers
2k views

Invest in (say, index funds) vs spending all money on home?

We are looking to buy our first home, and are evaluating how much of our savings to put towards the down payment of the property (or how much home to buy in general). When one has a choice, are there ...