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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.

Bogle on Indexing and the Future of Investing

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

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

Look to the Fall of Fund Fees

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

Recent Articles

Understanding Our Socially Responsible Investing (SRI) Portfolio

Socially responsible investing (SRI) is an approach to investing that reduces exposure to companies that are deemed to have a negative social impact while increasing exposure to companies that are deemed to have a positive social impact.

Conflicts of Interest Can Be Buried Deep In Your Investing Choices

Re-examining how and where your money is invested can reveal misalignments between your interests—and an intermediary’s profits.

How Active Is Your ETF’s Index?

Many investors assume that because ETFs track indexes, they follow passive index investment strategies. That’s no longer true.

As ETF Costs Go Down, Pricey Alternative ETFs Emerge

Expense ratios are decreasing thanks to passive index ETFs, but some fund managers are getting creative with new ways to justify higher fees.

Debunking Myths About ETF Liquidity

What exactly happened with ETFs on Aug. 24? Here’s what: A sequence of global volatility, trading disruptions, and thoughtless selloffs. We break down what happened and why.

ETFs Are Better Than Mutual Funds for a 401(k)

401(k)s are mostly invested in mutual funds, which may have hidden fees. Passive ETFs are more transparent and better for 401(k) plan participants.

The ETF: Portfolio Management’s Best Tool

We believe ETFs’ superior cost, transparency, and tax management make them the ideal investment tools for the modern world.

Why Sector ETFs May Not Make Sense in a Passive Portfolio

Just because something is called a “passive ETF” does not necessarily mean it is best for an investor who subscribes to a passive investing philosophy.

Eliminating the Black Box: How We Automated ETF Selection

The 30 funds we use in our portfolio were selected on merits so clear that we codified it. Here’s how we narrowed our ETFs down to 30 from more than 1,600 choices.

Why Your Index Fund Has a Different Return Than Its Index

When it comes to your returns, indexes matter. But the fund you choose to mimic that index matters even more.


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