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.
The retirement plan for government workers is solid and cheap, but not without idiosyncrasy.
This fund's high-quality tilt can help diversify and protect an investor's portfolio.
Wells Fargo Advantage Closed-End Funds Declare Monthly Dividends
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.
Managers' ability to seek returns in multiple markets sounds great but comes with risks
UPDATE: Your bond funds will do this when interest rates rise
Where to find income after selling your bond funds
Adjusting for several factors--including fees, the time period, and the composition of the benchmark versus managers' real opportunity set--impacts the comparison.
A user's guide to customizing your ratio of active and passive investments.