• / Free eNewsletters & Magazine
  • / My Account
Home>ETF Managed Portfolios>ETF Managed Portfolios>United States Equity Strategies

Related Content

  1. Videos
  2. Articles
  1. Top Picks From Morningstar's Strategists

    Morningstar investment experts Russ Kinnel, Matt Coffina, Josh Peters, and Sam Lee answer viewer questions about the current market and the best opportunities in stocks, funds, and ETFs today.

  2. A Tax Primer on Alternatives

    Morningstar's Tim Strauts details the complicated tax treatment of MLPs, commodities, and other nontraditional assets, and offers several ETF and ETN picks along with another to avoid.

  3. Become a Better Index Investor

    Roundtable Report: Experts dig into the ETF versus index fund debate, active and passive strategies, fixed-income benchmarks, factor investing, and much more.

  4. Stock ETFs Worth Sticking Around For

    Although the stock market isn't a screaming buy today, investors shouldn't completely abandon equities for bonds. Here are some stock ETFs that are worth a closer look.

United States Equity Strategies

The tactical message continues to resonate through equity market rally.

Ling-Wei Hew, 04/21/2014

U.S. Equity strategies have benefited from the recent equity market rally and continue to be a primary portfolio building block for many advisors. In 2013, assets in these strategies grew 89% to $34.5 billion making U.S. equity strategies the largest profile by assets when comparing ETF managed portfolios by Morningstar’s universe and asset breadth classifications.  By comparison, total assets amongst all ETF managed portfolios increased by 40% in 2013 and exchange-traded products’ assets under management grew 27%.

Click here for access to the full U.S. Equity Strategies Attribute Profile. 



Ling-Wei Hew is an analyst on the passive funds research team for Morningstar. In this role, she is responsible for researching and providing commentary on ETF managed portfolios.

Hew holds a bachelor’s degree in economics from Wellesley College. She also holds the Chartered Financial Analyst® designation. 

blog comments powered by Disqus
Upcoming Events

©2014 Morningstar Advisor. All right reserved.