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  1. Tetragon Financial Group Limited: Performance Report For Quarter Ended 31 March 2015

    Tetragon Financial Group Limited: Performance Report For Quarter Ended 31 March 2015

  2. Strategic Beta: Investment Fad or Opportunity?

    Strategic beta funds have seen substantial inflows recently, but investors should approach them with a healthy skepticism and a keen eye on costs, says Morningstar's Ben Johnson.

  3. 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.

  4. 6 Must-Knows About Strategic Beta Funds

    What they are, where they came from, where they're going--and how to evaluate them. 

  5. A Value Strategy That Doubles Down When Stocks Get Cheaper

    Market-cap-weighted indexes can work against a contrarian value strategy.

  6. Deep Value in the S&P 500 Index

    This fund offers a heavy dose of value, but it may overweight companies with deteriorating fundamentals. 

  7. Strategic Beta: Taking the Alpha Out of AlphaDEX

    At first blush, this fund's strategy appears complex, but it is essentially a combination of traditional factors and equal weighting.

  8. Shrinking Alpha

    Common sources of return can now explain performance that was once attributed to skill.

  9. An ETF Where Value and Investment Merit Meet

    While its complexity should give investors pause, this ETF attempts to improve on the traditional passive approach to value investing.     

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