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.
April 20-24: Our guide for getting the best out of active, index, and strategic beta funds in your 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 .
What they are, where they came from, where they're going--and how to evaluate them.
Adjusting for several factors--including fees, the time period, and the composition of the benchmark versus managers' real opportunity set--impacts the comparison.
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 .
Get a mix of IRA ideas--including sturdy core holdings, interesting opportunistic names, and steady income-payers--from Morningstar's Christine Benz, Josh Peters, and Ben Johnson .