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Betterment

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Funds and Investments

There's more to investing than picking the right funds. Funds work together to define your investment portfolio. Investment funds also have different fees, fee structures, and expected risk measures. Read our expert viewpoints on selecting investments and building a complete investing strategy.

Featured Articles

The Case for Including ETFs in Your 401(k) Plan

At Betterment, we firmly believe Exchange-traded funds (ETFs) are better for 401(k) plan participants. Wondering if ETFs may be appropriate for your plan?

Our SRI Portfolio Just Got Even Better

The proportion of socially responsible funds used in our SRI portfolio is growing.

Understanding The Inverted Yield Curve

Our economy is about to make history. June of 2019 marked 10 years of expansion of the U.S. economy, which ties with the previous record spanning March 1991 to March 2001.

Recent Articles

How Betterment Works During Volatile Markets

It can be difficult to ride out a market downturn when you can see it affecting your investment portfolio. We have automated features in place to address volatile markets when they occur.

How Checking Performance Might Hurt Your Performance

As your investment manager, we strive to maximize your returns and reduce your investment costs. But did you know that we also try to help you reduce your stress?

Investing in Different Assets: What Are Your Possible Choices?

You want to begin investing, but have no idea where to start. Here is your guide to investing in different assets, jargon-free.

Beyond Expense Ratios: Weighing Holding Costs With Trading Costs

What’s more expensive—holding a fund, or trading it? It depends. We walk you through the important factors to consider when determining the total cost of either holding your funds or trading them.

Bogle on Indexing and the Future of Investing

Jack Bogle discusses why indexing works and why it was important for the financial industry. And he and Betterment CEO Jon Stein look to the future of indexing and ETFs.

Bogle on Building Vanguard and Changing an Industry

Jack Bogle describes the challenges and thrill of building Vanguard, and what kept his team centered through tumultuous change. The first in our four-part Q&A series between Jack Bogle and Betterment’s Jon Stein.

Look to the Fall of Fund Fees

Fund expense ratios continue to drop as funds compete for increasingly savvy investor dollars.

Understanding Our Goldman Sachs Smart Beta Portfolio

Ever heard of factor investing? Learn more about our Goldman Sachs Smart Beta portfolio, which favors investments based on four specific factors.

Understanding Betterment’s Portfolio Strategy

Here at Betterment, we invest in low-cost, globally diversified funds. Learn more about what we invest in and what it means for your portfolio.

Socially Responsible Investing (SRI) Portfolio FAQ

Learn more about how you can invest in a way that reduces exposure to companies that are deemed to have a negative social impact.

See details and disclosure for Betterment's articles and FAQs.