While promising, many frontier funds have short track records and carry unique risks.
Total return and risk-adjusted performance both support the view that mutual funds , closed - end funds, and exchange - traded funds are not created equal.
On an asset-weighted basis, institutional mutual fund share classes are lower than ETFs' in all but one Morningstar Category.
A look at the exchange - traded funds and providers that have announced projected capital gains distributions thus far.
We take a look at a tactical closed - end fund investing strategy.
ETFs can offer better tax efficiency, but mainly in the domestic-equity realm.
In-kind redemptions give ETFs an edge in tax efficiency, but other factors are bigger when comparing them with mutual funds .
The Federal Reserve's bond purchases are contributing to greater inflows into fixed-income funds, while demand for stock funds is near multiyear lows.
There are more options than ever for investing in line with religious beliefs, writes Morningstar senior fund analyst David Kathman.