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Christine Benz

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  1. Retirement Glide Path: Is Comfort Key?

    Whether to have an increasing or decreasing equity glide path may have more to do with an investor's risk preference than with asset-class expectations, says Morningstar Investment Management's David Blanchett.

  2. Get the Best Out of Active and Index Funds

    In this 60-minute roundtable report, Morningstar's Russ Kinnel, Ben Johnson, John Rekenthaler, and Christine Benz dissect indexing's popularity, index versus active fund performance, and how investors can effectively blend the best of both in a portfolio.

  3. When I Bonds Beat TIPS

    Tax advantages and interest-rate protection can tip the scales.

  4. Active, Passive, and In-Between

    April 20-24: Our guide for getting the best out of active, index, and strategic beta funds in your portfolio.

  5. 4 Passive-Investing Pitfalls to Avoid

    Don't assume all index funds are low cost and tax-efficient, and avoid overdiversification and becoming too hands-on, says Morningstar's Mike Rawson.

  6. Active or Passive: You Have to Be Choosy

    There are reasons to tilt active or passive, but provided investors are picking low-cost, proven funds, they can be successful with either or both types of investments, says Morningstar's Russ Kinnel.

  7. Active and Index Funds: How Do They Really Stack Up?

    Adjusting for several factors--including fees, the time period, and the composition of the benchmark versus managers' real opportunity set--impacts the comparison.

  8. Investors Go for International-Equity Funds

    International-equity funds--particularly currency-hedged funds--were the biggest beneficiaries of new investor dollars in March, continuing a broader trend over the last several years.

  9. Funds Facing a Tax Overhang

    High potential capital gains exposure, high turnover, and investor redemptions can mean higher tax bills for fundholders.

  10. Optimizing a Retirement Portfolio for Income

    Long-term government bonds, emerging-markets debt, and preferred stocks may take more prominence for retirees who wish to live solely off a portfolio's income stream, says Morningstar Investment Management's David Blanchett.

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