Investors may bristle at the mere mention of tracking error—but that’s what helps them keep more of their money while maximizing their after-tax returns. Taxes can have a major impact on the long-term ...
MSTU: On No. 21, MSTU declined 25.3%, 7% less than expected given MicroStrategy’s 16% drop. However, on Nov. 25, MSTU fell 11.3%, exceeding the expected 8.7% ...
Today’s column addresses three questions. First, to what extent do the portfolios of index funds behave differently from benchmarks that they emulate? That is, before expenses are considered, how ...