A portfolio of low-cost index funds isn't a bad starting point for the average investor.
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.
These offerings combine low tax-cost ratios and strong performance in the same package.
We've designed these portfolios to maximize returns while limiting Uncle Sam's take.
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.