A more tempered ride, in both downturns and in upturns.
Although this low-volatility global equity ETF holds U.S. stocks, it has offered more diversification from the S&P 500 than the average world-stock fund.
A low-volatility strategy can be a good option for emerging markets.
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.
Our fair value estimate and moat rating remain intact.
Low-volatility funds offer lower risk but not necessarily better returns than the market.
Most industrials are fairly valued at present, with a pocket of value in automakers.