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Moving to Index Funds? Bring This Roadmap Along

Before going passive, investors need to check under the hood and examine expenses, says Morningstar's Christine Benz.


Jason Stipp: I'm Jason Stipp for Morningstar. Several indicators are showing increasing numbers of investors moving into index funds. So, what should you keep in mind if you're one of them? Morningstar's Christine Benz, our director of personal finance, is here with some tips.

Christine, thanks for joining me.

Jason Stipp does not own shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.