Far from being a replacement for the solid foundation of an index based on market capitalization, fundamental index strategies can act as a diversifier by removing some beta or broad market exposure.

In recent years, investment companies have introduced a wave of fundamental index funds. Proponents claimed that fundamental ETFs and mutual funds would outdo the S&P 500 and other traditional ...

Early in 2000, Rob Arnott found himself discussing the state of the equity market with George Keane, the venerable founding CEO of the Common Fund Group. Keane, who had spent more than three decades ...

Schwab Asset Management, the asset management division of Charles Schwab (NYSE:SCHW), is changing the indexes and fund names for the Schwab Fundamental Index exchange-traded funds and mutual funds, ...

With broad indexes usually beating actively managed mutual funds, investors have turned to exchange traded funds, or ETFs, which generally charge low fees and seek to mirror the return of a particular ...

Invesco RAFI US 1000 ETF (PRF) weights holdings by fundamentals like cash flow rather than market cap. PRF holds over 600 positions. PRF returned 276.3% over ten years versus 267.2% for the S&P 500 ...

NEW YORK, Jan 23 (Reuters) - Charles Schwab Investment Management said on Wednesday it plans to launch two mutual funds at the end of the month based on the the FTSE RAFI Fundamental index Series. The ...