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Morningstar Moments: 3 Things You May Have Missed

Our analysts tweet about active ETFs, donor-advised funds, and investing biases.

Here are the major market moments our analysts have been talking about.

1) Unwrapping Active ETFs

If there's anything Ben Johnson wants investors to know about active ETFs, it's this: They are not a contradiction. With lower fees than mutual funds and tax efficiency, there is a lot to like about this strategy. However, like everything else, there are drawbacks. It never hurts to take a closer look beyond the surface.

2) How does Schwab Stack Up?

Next up on Amy C. Arnott's deep dive into donor-advised funds is Schwab Charitable Fund. With $17.1 billion in assets, it is the second-largest donor-advised fund in the United States. Here is what she dug up about its underlying investment options, administrative fees, and account minimums.

3) Is Everyone Born an Investor?

Short answer: No. Investing, especially effective investing, does not come naturally to everyone, writes Sarwari Das. While platforms like Robinhood have made it easier for anyone to start investing, they also have made it easier for individuals to make snap decisions and mistakes. How can investors spot and avoid these biases and traps?

Stay in the loop with @MorningstarInc and our analysts: Jeff Ptak, chief ratings officer: @syouth1 Christine Benz, director of personal finance: @christine_benz Samantha Lamas, behavioral researcher: @SamanthaLamas4

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About the Author

Carole Hodorowicz

Audience Engagement Editor
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Carole Hodorowicz is an audience engagement editor for Morningstar.com. Focusing on the individual investor audience, she manages content, creates explainer videos, and writes articles about different topics in finance for beginners.

Hodorowicz joined Morningstar in 2015 as a customer support representative for Morningstar Office before moving into an editorial role.

Hodorowicz holds a bachelor’s degree in journalism from Eastern Illinois University.

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