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 .
Here are a few current recommended readings from Morningstar’s manager research team.
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 .
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 .
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.
Polarizing the active/passive debate does a disservice to investors.
Although both ETFs offer broad, low-cost exposure to U.S. stocks, Vanguard Total Stock Market is both more liquid and more representative of the market than Schwab U.S. Broad Market.