For example, an environmental, social and governance (ESG) fund fits the bill as a custom fund. Debt index funds: These funds track a bond index, which includes a portfolio of fixed-income securities, such as the Fidelity U.S. Bond Index Fund (FXNAX). Equal-weight index funds: These ...
Agg Mutual Funds Issuer NameTickerAUM ($ Billions)Expense Ratio (%) VanguardVBTLX$3200.05% FidelityFXNAX$56.70.025% SchwabSWAGX$4.90.04% Source: Morningstar What Happened to the Barclays Aggregate Bond Index? In August 2016, Bloomberg L.P. acquired the index as part of a larger purchase o...