Nor has it sold its soul to reach the top.
Two of the mutual fund world’s biggest thinkers square off on factor investing.
Your clients’ success depends on it.
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 .
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 .
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 .
Carefully consider your strategic-beta selections.