Tracking error in exchange traded funds is a factor that should be studied when selecting a fund. This can be a drag on total returns. "Before we even consider an ETF ...

There’s a fading but lingering misconception that socially responsible investing (SRI) means sacrificing returns against a benchmark. When evaluating the pros and cons of responsible investing, ...

Advisers today can access more-exotic locales and asset classes than ever before, thanks to exchange-traded funds. The evolution of the ETF universe, however, means ...

Christine Benz: Hi, I'm Christine Benz for Morningstar.com. What is tracking error, and what information does it yield about mutual funds? Joining me to discuss that topic is Russ Kinnel. He is ...

When I was a kid growing up in Miami, I used to trade baseball cards. I thought I was very smart. I amassed what I thought was a pretty nice collection and convinced my friends to go to baseball card ...

CalPERS' board is expected to decide in September whether to remove alternative investments from its tracking-error calculation used to control risk. Deciding to do ...

When it comes to trading exchange traded funds, costs matter. Looking beyond explicit costs, such as commission fees and the expense ratio, people should be aware of the implicit costs as well. For ...

Passive investing strategies aim to minimize cost differentials, crucially measured in basis points, by closely tracking benchmark indexes. Tracking difference and ...

Most of us believe that index funds will consistently deliver returns similar to the market, regardless of whether we invest in SIPs or a lump sum. Now imagine this: one person invests Rs 5 lakh as a ...

Tracking error, the amount by which an ETF's returns deviate from its benchmark index, is a fact of life and an often ignored fact at that. In some instances, a high ...

Passive investing typically involves investing in index funds or ETFs to match market performance. Passive investing sounds straightforward: buy an index fund or an exchange-traded fund (ETF) and earn ...