As index funds replicate indices, the key is to understand what is getting replicated or which index is being tracked. In an index fund portfolio, the index applies two to three rules to a pre-defined ...

Index-tracking mutual funds and exchange-traded funds have a lot of endearing qualities. Many of them pair low fees with a clear set of rules, which has been a big win for investors. But those ...

As we’ve discussed before, not all indexes are created the same way. One of the major differences, in addition to characteristics such as size and style, can be the weighting scheme. Once indexes have ...

(Bloomberg) — Index-tracking stock funds with $350 billion in assets are due for a big revamp later this month, after S&P Dow Jones Indices retooled its rules to curb the dominance of the largest ...

In its consultation paper, NSE Indices has suggested to make ex-date an important factor for replacing an index constituent. It has sought comments from market participants on the proposed revision in ...