Archive for the 'Indexing' Category

Vanguard FTSE All-World ex USA Index

Wednesday, February 28th, 2007

According to this post on the “Diehards in the Vanguard” forum, the Vanguard FTSE All-World ex USA index funds and ETF will start trading soon. This information comes from the SEC filing here.
For the mutual fund version (ticker VFWIX), the expense ratio is 0.40%, with a purchase fee of 0.25%, and a redemption fee of […]

Morningstar Indexes Yearbook 2005

Thursday, October 12th, 2006

Barry’s Financial Page alerted me to the latest edition of the Morningstar Indexes Yearbook 2005. The following are some excerpts from the year book.
Don Phillips, managing director at Morningstar, offers his insight on whether market-cap weighted indexes serve investors’ best interests. He also discusses the risks associated with today’s specialized indexes and what steps providers […]

Breakeven point for an investment in S&P500 index

Sunday, October 8th, 2006

The recent highs of the Dow Jones Industrials Average prompted me to look into whether a lump-sum investment at the peak of the S&P 500 has reached the breakeven point. According to data from Yahoo finance, the S&P 500 reached its last peak on Mar 24, 2000, with a value of 1527.46 and the closing […]