Here's another sign that rock-star fund managers may be an endangered species
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 .
Adjusting for several factors--including fees, the time period, and the composition of the benchmark versus managers' real opportunity set--impacts the comparison.
April 20-24: Our guide for getting the best out of active, index, and strategic beta funds in your portfolio.
What they are, where they came from, where they're going--and how to evaluate them.
Options for capitalizing on the dollar's rise.
WisdomTree Europe Hedged Equity offers a high-quality portfolio of dividend-paying equities while hedging against currency risk.
We serve up some solid ideas for taxable accounts among muni funds, tech stocks, MLPs, and core broad market ETFs.
Emerging-markets exposure, actively managed portfolios, and the search for income, particularly with bank-loan funds, all will be hot topics at this year's conference, Oct. 2-4 in Chicago, says Morningstar's Ben Johnson .