Rob Arnott and Cliff Asness agree on many fronts, but they have different views on how carefully you should consider valuation when deciding to invest in a factor strategy.
Short of an unlikely breach of investor trust, Morningstar’s Ben Johnson thinks the fund giant will continue its momentum.
Our semi-annual Active/Passive barometer shows that expenses are one of the only reliable predictors of success, writes Morningstar’s Ben Johnson .
Carefully consider your strategic-beta selections.
A race to lower expense ratios on broad-market ETFs, along with other factors, has pushed the estimated holding costs of many funds to nearly zero, writes Morningstar's Ben Johnson .
Current circumstances are a difficult pill to swallow for many bond investors, but that is no reason to offload your ballast, writes Morningstar’s Ben Johnson .
As these sometimes complex new funds continue to grow, investors need to be selective, writes Morningstar’s Ben Johnson .
Credible factors cleverly combined make MSCI Factor Select ETF compelling, says Morningstar ETFInvestor editor 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.
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 .