Mon, 9 Dec 2013
Demand for U.S. equity and global all-asset strategies highlights advisor interest this year.
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.
Retirement Readiness Bootcamp Part 5: Morningstar strategists share their top fund, ETF, and dividend stock picks to fill your retirement portfolio.
Whether you need to fill a hole in your retirement portfolio or want to find a world-class company at a bargain-basement stock price, a trio of Morningstar specialists share their shopping lists of topnotch candidates.
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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