Index Funds
Coverage of Index Funds in the Nexus archive.
- SpaceX joins the Nasdaq-100 today, giving millions of index fund investors automatic exposure
SpaceX has joined the Nasdaq-100, requiring index funds to purchase its stock. However, its initial weight is limited to around 1% due to a small float.
- Don’t blame passive investors if SpaceX is mispriced
The article argues that passive investors, such as index funds, should not be blamed for potential mispricing of SpaceX. It claims that misallocation of capital is a result of active stock pickers, not passive investment strategies.
- Jeremy Grantham on How to Tell If a Bubble Is About to Burst
Jeremy Grantham, co-founder and chief investment strategist of GMO LLC, discussed identifying market bubbles during an interview on Bloomberg Wealth with David Rubenstein. He is known for establishing one of the world's first index funds in the early 1970s and was recognized in Bloomberg Markets' 2011 Most Influential ranking.
- 'Passive' investors who dodged bitcoin are now forced to own SpaceX shares three times more volatile
Passive investors who avoided bitcoin are now required to own SpaceX shares, which are three times more volatile. Advisors and money-managers invested in index funds will soon hold shares in Elon Musk's ventures.
- You can ignore AI giants like SpaceX, but your 401(k) won’t
SpaceX's stock debuted with a 19.2% increase, valuing it at $2.1 trillion, which could lead to its inclusion in major stock indexes. This impacts 401(k) accounts as index funds, which outperform most actively managed funds, track these indexes. Nasdaq recently adjusted rules to allow large companies like SpaceX into the Nasdaq 100 index faster.
- You can ignore AI giants like SpaceX, but your 401(k) won't
SpaceX's stock surged 19.2% in its Wall Street debut, valuing the company at $2.1 trillion, potentially leading to its inclusion in major stock indexes. This impacts 401(k) investors as index funds, which now hold more U.S. investments than actively managed funds, track these indexes, with 21% of actively managed funds surviving and outperforming benchmarks over the last decade.
- You can ignore AI giants like SpaceX, but your 401(k) won't
SpaceX's valuation reached $2.1 trillion after its stock debuted with a 19.2% increase, potentially leading to inclusion in major stock indexes. This could impact 401(k) accounts as index funds, which outperform actively managed funds, increasingly dominate investments.
- SpaceX Float Price Risks Being Driven Up by Index Funds Demand | The Pulse 6/10/2026
The article discusses how demand from index funds may drive up the price of SpaceX's stock, posing potential risks. It highlights the financial dynamics affecting SpaceX's valuation.
- Josh Brown, counting on a new momentum strategy, thinks investors want more than index funds
Josh Brown introduced a separately managed account designed to capture the market's best opportunities using a momentum strategy. The account is named after a premium cut of steak, reflecting its focus on high-quality investment selections.
- Elon Musk’s SpaceX IPO could quickly launch into your retirement plan
Elon Musk's SpaceX is preparing for an IPO, and index funds commonly used in retirement plans are expected to rapidly purchase its stock. The article highlights the potential for SpaceX's stock to be quickly integrated into retirement investment portfolios.
- I’m in my 30s and half my money is in Vanguard’s Information Technology ETF. Is that risky?
A person in their 30s has concentrated half their investment portfolio in Vanguard's Information Technology ETF and questions whether this allocation is risky. The article addresses concerns about portfolio concentration and the conventional wisdom of index fund investing with a buy-and-hold strategy.
- Do I sell stock or Bitcoin?
The author is in a financial pinch and needs to liquidate assets, considering selling either Bitcoin or stock in a taxable brokerage account to raise $10k. They currently own 0.105 Bitcoin with an average cost of $101k and $21k in index funds. The author plans to buy back once their work picks up.