Market-cap-weighted indexes can work against a contrarian value strategy.
This fund offers a heavy dose of value, but it may overweight companies with deteriorating fundamentals.
At first blush, this fund's strategy appears complex, but it is essentially a combination of traditional factors and equal weighting.
Common sources of return can now explain performance that was once attributed to skill.
While its complexity should give investors pause, this ETF attempts to improve on the traditional passive approach to value investing.
Better investing through leverage.
The Fed's taper dominated the headlines in August, but investors were looking for undervalued stocks, yield, and international opportunities.
This ETF may be an index fund, but its contrarian strategy certainly isn't passive.
On Jan. 4, Morningstar presented its annual Fund Manager of the Year awards. The 2011 winners are ...