Strategic Beta: Investment Fad or Opportunity?
Strategic beta funds have seen substantial inflows recently, but investors should approach them with a healthy skepticism and a keen eye on costs, says Morningstar's Ben Johnson.
Note: This video is part of Morningstar's April 2015 Active, Passive, and In-Between special report.
Jeremy Glaser: For Morningstar, I'm Jeremy Glaser. I am here today with Ben Johnson--he is our global director of ETF research--to take a look at the state of strategic beta exchange-traded products.
Ben Johnson does not own (actual or beneficial) shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.