Wed, 19 Nov 2014
Third Quarter Hiccup
Low-volatility strategies look attractive for developed-markets exposure today, says Morningstar's Sam Lee.
Vanguard's Joel Dickson weighs the similarities and differences between the two vehicles, commenting on tax advantages, trading flexibility, dividend reinvestment, and more.
October data show continued inflows for bonds (including riskier fixed-income assets), while investors withdrew money from U.S. stock mutual funds and ETFs.
Eye-popping yields are scarce for many bond ETFs, but Morningstar's Sam Lee points out some attractive funds that focus on corporates, emerging markets, and Europe.
Roundtable Report: Experts dig into the ETF versus index fund debate, active and passive strategies, fixed-income benchmarks, factor investing, and much more.
Active ETFs may hold a tax advantage, but lack of 401(k) availability and the need to publish daily holdings have held back their growth versus their open-end brethren.
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.
There can be good reasons to own dividend-focused ETFs, but investors looking for pure income may be better off in individual stocks, says Morningstar's Josh Peters.
We examine differentiators that help distinguish between two comparable ETFs.
Readers cite lower costs, lower investment minimums, access to sectors among reasons they've turned to exchange-traded funds.
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