Mutual funds and index funds
The shift from active mutual funds to indexing is the largest change in asset management, and it has a well-defined canon.
10 books · 17 people behind it
Start here
- The Little Book of Common Sense InvestingJohn C. Bogle, 2007
- Winning the Loser's GameCharles D. Ellis, 1998
- TrillionsRobin Wigglesworth, 2021
- Common Sense on Mutual FundsJohn C. Bogle, 1999
The people behind it 17
Each person holds a book in this entry or names it in their own tags.
Investors 10
John C. Bogle4 books hereCD
Charles D. Ellis1 book herePL
Peter L. Bernstein1 book here
John Neffnamed in their tagsMJ
Martin J. Whitmannamed in their tagsPL
Peter Lynchnamed in their tagsBN
Bill Nygrennamed in their tagsMF
Meb Fabernamed in their tagsRF
Rick Ferrinamed in their tagsWR
Wesley R. Graynamed in their tagsFounders 1
Executives 1
Academics 2
Journalists 3
Books 10
Burton G. Malkiel · 1973 · The efficient-markets case for indexing, in its most durable popular form.
Peter L. Bernstein · 1991 · The academic ideas, including CAPM, that made indexing possible.
Charles D. Ellis · 1998 · Why active management is a loser's game for most investors.
John C. Bogle · 1999 · Vanguard's founder on costs, turnover and fund structure.
John C. Bogle · 2000 · Collected Bogle essays on costs, fiduciary duty and indexing.
John C. Bogle · 2007 · The condensed argument for total-market index funds.
T1 Trillions
Robin Wigglesworth · 2021 · The history of index investing and how it took over markets.
John C. Bogle · 1993 · The earlier, more instructional Bogle book on fund selection.
Taylor Larimore, Mel Lindauer, Michael LeBoeuf · 2006 · The practical application of Bogle's rules to a household portfolio.
Robert C. Pozen, Theresa Hamacher · 2011 · How funds are actually structured, distributed and regulated.