Adam McCullough

More From Adam McCullough

A 'Tasks Not Jobs' Focus Amid Automation Anxiety

Adam McCullough Sep 11, 2017

BlackRock: Factors With Economic Rationale Should Endure

Adam McCullough Sep 7, 2017

3 ETFs for a Diversified, Low-Cost Portfolio

Adam McCullough Aug 25, 2017

Own the Entire U.S. Equity Market in One Fell Swoop

This fund offers complete exposure to the U.S. stock market at a low price.

Adam McCullough Aug 18, 2017

The Perils of Funds That Narrowly Target High-Yielding Stocks

Putting too much emphasis on dividend yield can harm the total return of your equity income investment.

Adam McCullough Aug 16, 2017

What Is Vanguard 500 Index's Achilles Heel?

Market-cap-weighted indexes' greatest strength is arguably also their biggest weakness.

Adam McCullough Aug 6, 2017

A Unique Approach to Target Dividend-Paying Stocks

This fund’s weighting approach skews it toward the larger and more profitable dividend-payers.

Adam McCullough Jul 14, 2017

The Fundamentals of Fundamental Indexing

Should investors consider fundamentally weighted strategies?

Adam McCullough Jul 12, 2017

This Dividend Fund's Quality Screen Gives It a Leg Up

This exchange-traded fund offers profitable dividend-paying stocks with durable competitive advantages at a low fee.

Adam McCullough Jun 9, 2017

Systematically Harvesting the Volatility Premium

Investors can use option-writing funds to take advantage of the volatility risk premium and to diversify their equity portfolio risk.

Adam McCullough Jun 7, 2017

Our Favorite Dividend ETFs

Adam McCullough Jun 7, 2017

This ETF and the S&P 500 Make a Good Pair

Consider this low-cost exchange-traded fund to round out a large-cap equity holding.

Adam McCullough May 12, 2017

What’s the Best Way to Build a Multifactor Fund?

Integration versus isolation: Weighing the benefits of these two factor combination methods.

Adam McCullough May 10, 2017

A Solid Fund for Investors Seeking Dividend Yield

Adam McCullough May 4, 2017

Contrarian Rebalancing Gives This Earnings-Focused ETF an Edge

WisdomTree MidCap Earnings' rebalancing approach should keep its valuation in check.

Adam McCullough Apr 7, 2017

Digging Deeper When Measuring Diversification

Even concentrated funds can be diversified.

Adam McCullough Apr 5, 2017

A Value-Oriented Mid-Cap ETF to Consider

Adam McCullough Mar 30, 2017

Are Factor Investors Getting Paid to Take on Industry Risk?

Industry tilts appear to pay off for momentum but are not integral to the success of value and low-volatility strategies.

Alex Bryan Mar 15, 2017

This Fund Leans Into Performance-Based Factors

IShares Edge MSCI Multifactor USA ETF sacrifices a transparent portfolio construction process in order to offer higher factor exposure.

Adam McCullough Mar 10, 2017

Will Actively Managed ETPs Meet Their Potential?

Several fund companies have submitted proposals with the SEC to launch actively managed ETPs that skirt daily portfolio transparency.

Adam McCullough Mar 8, 2017

The Active ETF: What's in It for Investors?

Adam McCullough Mar 4, 2017

An International Value-Stock ETF With an Unorthodox Approach

This international fund bets on valuation mean reversions by severing the link between a stock's price and its portfolio weight.

Adam McCullough Dec 23, 2016

3 Factors Driving ETF Capital Gains Tax Bills

The strengthening dollar in 2016 means that currency hedging is once again the tax villain for ETF investors.

Adam McCullough Dec 21, 2016

A Worthy Pick for Small-Cap Dividend Exposure

This small-cap dividend-oriented fund's thoughtful index construction sets it apart from its peers.

Adam McCullough Dec 2, 2016

WisdomTree Working to Balance Its Growth

A closer look at one of the fastest-growing ETF providers.

Adam McCullough Dec 1, 2016

Are Dividend Funds Overvalued?

Despite their popularity, the average dividend-focused fund isn’t trading at a premium relative to the broad market.

Adam McCullough Nov 30, 2016

More About Adam McCullough

Adam McCullough, CFA, is a senior manager research analyst for Morningstar Research Services LLC, a wholly owned subsidiary of Morningstar, Inc. He covers passive investment strategies.

Before joining Morningstar in 2016, McCullough was a growth equity analyst with FCI Advisors and served on the firm's manager research committee. Prior to FCI, he worked with the Chief Investment Officer at Tower Wealth Managers on two macro-driven investment strategies and a covered-call strategy. Both firms are Registered Investment Advisors in Kansas City, Missouri. McCullough began his career with Ernst & Young’s financial-services office advisory practice, focusing on risk management and derivative valuation.

McCullough holds a bachelor’s degree in finance and accounting from Syracuse University. He also holds the Chartered Financial Analyst® designation.