WisdomTree SmallCap Dividend ETF's approach offers value investors an interesting way to play small caps.
Persistent performance problems across market cycles, management or strategy changes, or your own personal situation may necessitate a sale, says Morningstar's Christine Benz.
In the short term, almost anything can happen, but in the long run, returns will likely be lower than recent history, says Morningstar markets editor Jeremy Glaser.
Investors should keep an eye on valuations and gauge their portfolios' vulnerability to inflation and rising interest rates when rebalancing, says Morningstar's Christine Benz.
Apple turned in its biggest upside surprise in three years as iPhone sales were well above expectations, says Morningstar's Brian Colello.
Perkins Small Cap Value may lag in strong market rallies, but this Silver-rated fund's long-term risk-adjusted returns are very competitive.
December's decline had many worried, but adjusting for monthly noise and inflation paints a brighter picture.
Key differences between the eurozone and the U.S. could make the ECB's bond buying program less effective than the Fed's, says Morningstar's Bob Johnson.
Earnings reports this week showed how Netflix, IBM, Microsoft, and eBay are thinking about their futures. Plus: Europe's QE is no cure-all.
December's housing data showed improvement, but the widening price gap between new and existing homes remains a concern, says Morningstar's Bob Johnson.