How the hedge fund industry is navigating choppy markets, geopolitical tensions, and artificial intelligence trends.

Over five years, just 13.49% of actively-managed funds outperformed the S&P 500* Over 10 years, only 8.59% of actively-managed funds outperformed the S&P 500* *Data as of December 31, 2022.

Actively managed funds tend to have higher expense ratios than passive funds; the average expense ratio for actively-managed funds was 0.71% in 2020. Passive management.

Vanguard PRIMECAP Fund Investor Shares. Fund category: Large blend Assets under management: $69.3 billion Yield: 0.9% Expense ratio: 0.37%, or $37 annually for every $10,000 invested We'll start ...

Index funds offer low costs and good diversification by tracking market indexes like the S&P 500. Warren Buffett's successful bet highlights index funds' potential to outperform actively managed ...

Index funds are mutual funds that track the market index, like the S&P 500. They're a low-cost, hands-off way to invest and grow your money over the long term.

However, if the choice comes down to holding active or index funds, he would opt for an actively managed fund whose manager has the flexibility to hold a lower percentage of equities.

By 2021, the asset-weighted average fee was 0.12% for index funds and 0.60% for actively managed mutual funds. In fact, there’s been a general trend toward declining expense ratios on funds of ...