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ETF Specialist

Not All Smart-Beta Funds Are Smart

Alex Bryan, CFA

A version of this article appeared in Investment News on Nov. 30, 2017. 

"Smart-beta" strategies are index funds that attempt to beat the market or achieve specific objectives, like higher income or lower risk, through security selection, alternative weighting, or some combination of the two.

Alex Bryan, CFA has a position in the following securities mentioned above: MTUM. Find out about Morningstar's editorial policies.