Investment Fundamentals

Passive Investing

Definition

What is Passive Investing?

An approach that seeks to track a market indexAn index designed to measure a market or market segment. or rule-based portfolioThe complete collection of investments owned by an investor or managed under one mandate. with limited discretionary trading.

Example in practice

How This Looks in Practice

An index fundA fund designed to track the holdings and performance of a stated market index. holds the companies in its benchmarkA reference index or rate used to evaluate a fund's performance. rather than trying to select winners.

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