TOPIC - Index Funds

 
International Small Cap: A Distinct Asset Class?

Does international small-cap justify a different investment process?

Frank Nielsen, CFA Thursday, 01 November 2007
 
The Benefits of Low Correlation

Why low correlations matter for retirement.

Craig Israelsen Thursday, 01 November 2007
 
That Was Then, This Is Now

Five titans look back on 50 years of the S&P 500.

John Bogle, David Blitzer, Kathleen Moriarty, Floyd Norris and Robert Shiller Thursday, 01 November 2007
 
Tracking Error And The Efficient Frontier

A look at tracking error on the portfolio level.

Brian C. Blanchett and David M. Blanchett Thursday, 01 November 2007
 
Vanguard Creates New Advisor Share Class
Journal of Indexes Staff Thursday, 01 November 2007
 
Around The World Of ETFs

WisdomTree launched a new dividend-weighted emerging markets ETF on July 13 that boasts an eye-popping 6.47 percent index yield. The Wisdom Tree Emerging Markets High-Yielding Equity Fund (NYSE: DEM) debuted on the New York Stock Exchange (NYSE). On a backtested basis, it has a generally positive record against the benchmark MSCI Emerging Markets Index, although it lags on a 5-year basis.

 

Journal of Indexes Staff Thursday, 01 November 2007
 
Returns Of Largest U.S. Index Mutual Funds
Journal of Indexes Staff Thursday, 01 November 2007
 
$100 Oil And 401(K)s
I just got back from a few days' vacation and have been catching up on my Wall Street Journal reading. It ain't a pretty sight.
Matt Hougan Tuesday, 30 October 2007
 
DFA Plans Additions To Fund Lineup
DFA filing includes international and domestic sustainability funds and a selectively hedged global fixed income fund. 
Heather Bell Monday, 22 October 2007
 
An Index Fund, Hedge-Fund Style
Goldman Sachs files for a hedge fund index fund. 
Heather Bell Monday, 22 October 2007
 
Straight From The Source: Eduardo Repetto

IndexUniverse.com chats with Eduardo Repetto of Dimensional Fund Advisors.

 

IndexUniverse Staff Thursday, 11 October 2007
 
The Big Lie
I'm a big fan of DFA and of giving investors as many tools as possible. But I'm not 100% sold on the idea of DFA ETFs.
Matt Hougan Monday, 08 October 2007
 
DFA On The Move?

Browsing the IU.com news, the attention-grabber is clearly DFA's new R Shares. Is the indexing-ish enigma finally pushing out into the wider world? Where are those DFA ETFs anyway?

Jim Wiandt Monday, 08 October 2007
 
DFA Retirement Shares "R" Here

The added share class means defined contribution plans are more likely to have access to DFA funds.

Heather Bell Friday, 05 October 2007
 
The Irony Of Target-Date Funds

You touched on a critical point, Jim: The irony of target-date funds is that, while they are supposed to be the ultimate in passive investing—"set it and forget it"—they really require some of the closest scrutiny of any funds on the market.

Matt Hougan Thursday, 04 October 2007
 
A Cheaper Way To RAFI
A mutual fund launches that's cheaper than the ETFs.
Heather Bell Wednesday, 03 October 2007
 
15 bps and a Cloud of Dust

Matt's 15 bps feature has been popular. The question is whether expense ratios are the only thing you should be looking at.

Jim Wiandt Wednesday, 03 October 2007
 
The Fifteen Basis Point Portfolio
I've received a couple of requests for my 15-basis-point model ETF portfolio, as highlighted today in The Wall Street Journal.
Matt Hougan Tuesday, 02 October 2007
 
XShares Launches First Lifecycle ETFs

XShares partners with TD Ameritrade to launch five target-date funds.

 

Heather Bell Tuesday, 02 October 2007
 
ETF Watch: September 14 – October 1

TDAX target date comes to market, along with FTSE RAFI small-cap international. Plus, MyShares, emerging bonds, a carbon trading ETF and more.

 

Matt Hougan Tuesday, 02 October 2007
 
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