18. February 2010 by Dan Walkow, CFA, CMT.

Its called tracking error. Tracking error is any deviation (positive or negative) from the return of a fund’s benchmark index. Viewed through this lens, investors should always expect some tracking error in their funds, as the drag of expenses will cause most ETFs to lag their benchmarks over time.

Morgan Stanley attributed the increase in tracking error to many factors, read more here.

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18. February 2010 by Dan Walkow, CFA, CMT.

More companies are trying to calculate the cost but do not and the reason  companies cite for having not calculated the total cost? Complexity.

There are several cost factors to an 401K Plan that may have a bearing on whether you should contibute the maximum or the minimum required for comany matched funding.

Check it out here.

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