Fixed index annuities have many variations based on factors such as the ones below. Make sure you understand the conditions of the option you’re considering, including potential fees. Whether you fund the annuity with a lump sum or in installments Whether the payout is deferred or immediate Th...
A feeder fund is one way to get access to large investment portfolios for big pools of investors. Read on to learn more about how this works.
What is a fixed indexed annuity? A fixed indexed annuity is a deferred annuity designed to provide growth potential based on the returns of a market index (e.g., the S&P 500® Index) while providing protection against negative returns of the same market index. In addition, they frequently...
Index funds are not as complicated as they sound. We go into a lot of detail below for anyone wanting a deep dive, but they can be summed up pretty easily: Every time you buy a share of an index fund, the amount you invest is distributed across dozens, hundreds or even thousands of...
An index fund is a type of mutual fund or exchange-traded fund (ETF) that aims to mimic the performance of a certain index. (Psst ... an index is a group of different investments, often bundled together because they have something in common.) You can’t invest directly in an index, ...
Through a target-date fund, you identify a time frame that matches yours—say 20 years—and the fund assembles a portfolio of other equity andfixed-income fundsthat match how aggressively you should be investing. The investment strategy is adjusted to reduce risk as the target date gets closer...
To see why, below, we unpack what index funds are and how they work. We'll discuss the benefits and drawbacks of building a portfolio with index funds along the way. Key Takeaways An index fund is a portfolio of stocks or bonds designed to mimic the composition and pe...
Technology has made it possible to index strategies that were once only the province of active managers, such as smart beta ETFs that isolate factors like value, growth and low volatility. COST IS ONLY ONE CONSIDERATION IN CHOOSING A FUND ...
An index is an indicator, sign, or way to measure something. In financial terms, an index reflects the price of a collection of stocks, bonds, commodities, or other assets – or even entire markets. The Dow Jones Industrial Average (DJIA), for example, is an index commonly cited in the...
Although by definition an index fund is a passively managed security that follows a specific market index, some index fund managers are stretching the definition of index funds by adopting different indexing techniques, many of which require some degree of. Some index fund managers are taking a mo...