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Expense Ratio

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  1. Making the Right Calls

    John Walthausen launched his namesake firm and first mutual fund just as the housing bust was unfolding. Prescient moves since then are getting him noticed by small-cap investors.

  2. 3 Defensive Fund Picks

    Investors concerned about putting money to work in a fully valued equity market might find comfort in these conservatively managed portfolios, says Morningstar's Russ Kinnel.

  3. UPDATE: Emerging markets at 19-month high: 5 things to know

    UPDATE: Emerging markets at 19-month high: 5 things to know

  4. This Expensive Fund May Be Worth It

    This fund has to overcome a major hurdle with its expenses, but it has far exceeded expectations in a short time frame.

  5. A Closer Look at the Total Cost of ETP Ownership: Bid-Ask Spreads

    When looking for the lowest cost exchange-traded product, it's important to take a holistic approach and mind the bid-ask spread.

  6. A Portfolio Checkup in 6 Steps

    In this special midyear presentation, Morningstar's Christine Benz demonstrates how to gauge the viability of your current plan, evaluate positioning, troubleshoot risk factors, and much more.

  7. Strategic Beta: Taking the Alpha Out of AlphaDEX

    At first blush, this fund's strategy appears complex, but it is essentially a combination of traditional factors and equal weighting.

  8. Small-Cap Funds That Stand Up to the Bear

    A handful of quality small-cap funds have shone brighter than their peers when the market has tumbled.

  9. How Well Do You Know Your Indexes?

    We offer a quick guide to what's included in some of the most widely tracked benchmarks.

  10. Scrounging for Yield Is Dangerous

    High-yield bonds are expensive, but if you absolutely demand high income, here's a closed-end fund to consider.

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