Our semi-annual Active/Passive barometer shows that expenses are one of the only reliable predictors of success, writes Morningstar’s Ben Johnson.
The mutual fund industry’s two indexing leaders have left different legacies.
But probably innocent.
While markets’ efficiency will be forever questioned, there is no question that the costs we incur in investing deduct directly from our returns--it’s simple subtraction.
Designed for retirees in tax-deferred accounts, these portfolios blend index and active funds.
Slapping the SIFI designation on asset managers would be bad for investors.
These index funds and ETFs provide a lot of diversification at a very low cost.
Morningstar's Christine Benz walks investors through the basics of setting up and maintaining a 'bucket' retirement portfolio, including some of her favorite funds for retirees.