Popular dividend-oriented ETFs that tilt toward yield or dividend growth have their roots in the teachings of Ben Graham.
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.
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.
What they are, where they came from, where they're going--and how to evaluate them.
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.
This ETF may be an index fund, but its contrarian strategy certainly isn't passive.