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1 Reason Why Passively Managed Index Funds Could Save You More Money Than Mutual Funds

Long-term investing is enhanced when you're able to control fees and taxes. Here's how index funds can help on that front.

1 Reason Why Passively Managed Index Funds Could Save You More Money Than Mutual Funds

Published June 27, 2026 · Category: Finance

Overview

The majority of index funds are passively managed and aim to match a specific benchmark, such as the S&P 500, Russell 2000, or Nasdaq Composite. On the other hand, mutual funds are actively managed and aim to outperform the indexes they track, with a manager selecting the underlying stocks.

It's not enough to save and invest for your golden years. As you plan for retirement, it's important to keep your eye on several factors, including how much you're paying in sales loads, management fees, and higher taxes due to frequent trading. And it's taxes that set passively managed index funds apart from mutual funds. Here's why.

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Originally published at www.fool.com.

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Disclaimer: This article is for informational purposes only and does not constitute investment advice. Data may be delayed up to 15 minutes. Past performance is not indicative of future results. Consult a licensed financial advisor before making investment decisions.