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Funds: how to choose and not overpay

How an exchange-traded fund differs from an ETF, what is actually inside one, what the fee buys and how closely a fund really follows its index.

6 steps · about 65 min · free

  1. 1BPIF, ETF and mutual fund: three forms of one ideaThree forms of one idea.Article
  2. 2What is actually inside a fundWhat you are actually buying.Article
  3. 3Active and passive management: what the fee buysWhat the fee pays for.Article
  4. 4Tracking error: how far a fund trails its indexHow far a fund trails its index.Article
  5. 5Money market funds: where cash waits between decisionsWhere money waits for a decision.Article
  6. 6How to choose a fund: five checks in orderFive checks, in order.Article