Parsing the details of index methodologies is central to understanding the processes of index funds and ETFs and informs our overall assessment of these funds' investment merit.
These index funds and ETFs provide a lot of diversification at a very low cost.
IShares Russell 2000 ETF may be the most popular small-cap ETF, but the index it tracks has underperformed other small-cap indexes.
The index's popularity and concentrated turnover put it at a disadvantage to its peers.
Readers cite lower costs, lower investment minimums, access to sectors among reasons they've turned to exchange-traded funds.
Our Morningstar Analyst Ratings for CEFs have generated a lot of comments, but has anyone read the methodology behind the ratings?
The four largest small-blend exchange-traded funds each have something to offer passive investors looking to overweight small-cap stocks.
We're pleased to announce the ETF Provider Awards and the 74 Retail and Institutional category winners for 2012.
Steady dividend-payers may be under some pressure as interest rates rise in the nearer term, but that's no reason to dump them, says Morningstar analyst Alex Bryan.
Lending programs generate fees that can offset some of a fund's operating costs.