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  1. There's More to Fund Investing Than Mutual Funds

    Total return and risk-adjusted performance both support the view that mutual funds , closed - end funds, and exchange - traded funds are not created equal.

  2. What's New in Sustainable Funds

    There are more options than ever for socially conscious fund investors.

  3. Are Mutual Fund and ETF Investors Leaving Money on the Table?

    We take a look at a tactical closed - end fund investing strategy.

  4. Fact or Fiction: Exchange -Traded Funds Are More Tax-Efficient Than Mutual Funds

    ETFs can offer better tax efficiency, but mainly in the domestic-equity realm.

  5. Fed Action Keeping Bond Funds Popular

    The Federal Reserve's bond purchases are contributing to greater inflows into fixed-income funds, while demand for stock funds is near multiyear lows.

  6. Untangling ETF Tax-Efficiency Myths

    In-kind redemptions give ETFs an edge in tax efficiency, but other factors are bigger when comparing them with mutual funds .

  7. Mutual Funds Are (Mostly) Getting Better

    It's not your father's industry--thankfully.

  8. Getting Religion With Faith-Based Mutual Funds

    There are more options than ever for investing in line with religious beliefs, writes Morningstar senior fund analyst David Kathman.

  9. Mutual Fund Owners: Should You Switch to ETFs ?

    Less in fees means more remains in your account, but don't overlook outperforming managed funds.

  10. How Passive Funds Trim Your Tax Bill

    How Passive Funds Trim Your Tax Bill

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