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  1. 6 Must-Knows About Strategic Beta Funds

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

  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. 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.

  4. UPDATE: The Nasdaq that just eclipsed an all-time closing high is a very different index

    UPDATE: The Nasdaq that just eclipsed an all-time closing high is a very different index

  5. Top Portfolio Products: PowerShares ETF Wins Sharpe Award; Wasatch Rolls Out New Fund

    The latest offerings focus on emerging markets and dividends.

  6. S&P 500 back for another crack at trendline -2-

    S&P 500 back for another crack at trendline -2-

  7. UPDATE: Smart-beta strategies that actually beat the market

    UPDATE: Smart-beta strategies that actually beat the market

  8. Pushing Service, Not Products, for Expats

    Jessica Cutrera’s firm fills a need for fee-based planning in Asia.

  9. S&P 500's slow-motion breakout attempt remains -2-

    S&P 500's slow-motion breakout attempt remains -2-

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