Direct indexing is having a moment. The option that was once exclusive to high-net-worth investors is moving downstream—and quickly. In 2022, Fidelity expanded its direct-index offerings to retail ...

While index providers and index fund managers play different roles, they are equally important to the index investing landscape. As index investing likely continues to grow, it will be important for ...

Indexes aren’t just important for index funds. By creating a virtual portfolio that represents the “market” (or a specific style of sector), they also establish a “typical” return and risk level that ...

If your portfolio includes an index fund, you may need to review and adjust your holdings. Adam Hayes, Ph.D., CFA, is a financial writer with 15+ years Wall Street experience as a derivatives trader.

Market-weighted indexes may end up over-exposed to expensive investments, and underweight more attractively valued ones. That can be a problem. Of course, there are advantages to the approach too.