This ETF weights mid-caps by the dollar amount of dividends paid, instead of simply targeting the highest-yielding stocks.
A lower fee and a new benchmark have upped this total stock market ETF's appeal.
Comparing active and passive approaches to dividend investing.
Vanguard Extended Market can be used to round out a large-cap portfolio, but mind its quirks.
A look at different approaches to calculating a category's average return.
Strategically speaking, currency exposure adds to your risk profile, but not your expected return profile, argues WisdomTree director of research Jeremy Schwartz.
A forward-looking active manager may be able to sidestep companies and areas of the market where dividends are at risk, says Fidelity's Ramona Persaud.
This exchange-traded fund could serve as a supporting player to boost dividend yields.
Popular dividend-oriented ETFs that tilt toward yield or dividend growth have their roots in the teachings of Ben Graham.
SPDR S&P 500 offers more liquidity, while the Vanguard and iShares ETFs can more flexibly reinvest dividends and engage in securities lending.
Mega-cap stocks may be slow-growing, but their low volatility has appeal.
Beta may be boring, but it provides the majority of funds' returns.
Is it out of character for the normally conservative fund firm to add volatile China A-shares to its Emerging Markets Index Fund?
This fund is a one-stop shop for exposure to U.S. equities.
When looking for the lowest-cost exchange-traded product, it's important to take a holistic approach and mind the bid-ask spread.
DVY is one of the largest dividend-focused ETFs, but it has a number of flaws.
While the S&P's "aristocrats" have a long track record of increasing dividends, this fund places more emphasis on higher-yielding and potentially riskier stocks.
Strong past performance alone doesn't justify a dedicated mid-cap fund.
Industry fee revenue at record high, even though investors pay less for funds overall.
A Morningstar study shows the average fundholder pays 15% less than five years ago.
Don't assume all index funds are low cost and tax-efficient, and avoid overdiversification and becoming too hands-on, says Morningstar's Mike Rawson.
While the Russell 2000 might be the first and most well-known small-cap stock index, it has underperformed similar indexes.
We highlight the five best funds in a crowded field.
A look at how the Morningstar Rating for funds applies to ETFs.
IShares Russell 2000 ETF may be the most popular small-cap ETF, but the index it tracks has underperformed other small-cap indexes.
Passive large-cap funds won the performance battle in 2014.
When it comes to fund performance, you don't always get what you pay for.
Both iShares and Vanguard have their strongest flows ever.
It was tough for active managers to outpace Vanguard's low-cost index funds in 2014, and many of its active funds also outperformed.
While this isn’t the only ETF that tracks the S&P MidCap 400 Index, a structural advantage gives this fund an edge.
On an asset-weighted basis, institutional mutual fund share classes are lower than ETFs' in all but one Morningstar Category.
As the cheapest strategic beta fund in our universe, Schwab US Dividend Equity is a solid satellite ETF for those seeking some extra income.
WisdomTree LargeCap Dividend's inclusive portfolio weights stocks based on the dollar amount of dividends paid.
We outline some of the key criteria in constructing a passive portfolio and discuss a framework for evaluating individual funds.
Market-cap-weighted indexes can work against a contrarian value strategy.
Low-vol strategies may limit investors’ upside in a bull market, but their truncated downside risk may be worth the trade-off in the long run, says S&P Dow Jones Indices’ Craig Lazzara.
Investors may consider four levers in allocating their portfolios between traditional index, actively managed, and new strategic beta funds, says Schwab's Tony Davidow.
Investors have been putting money back into bond funds as interest rates have unexpectedly dropped this year.
With a simple approach to dividend investing, this fund’s performance has earned 4 stars.
The Morningstar Rating shows that the past performance of these funds has been solid.
Why a total stock market index can make more sense than a basket of more specialized products.
No other fund is as efficiently managed or offers such broad diversification to U.S. stocks as Vanguard Total Stock Market.
As liquidated or merged funds fall off the record, fund category returns and fund company literature don't tell the whole story.
At first blush, this fund's strategy appears complex, but it is essentially a combination of traditional factors and equal weighting.
Bank-loan funds have seen outflows in 2014 as investors have become less concerned about rising rates, but flows to such funds could increase when rates do eventually move higher.
When looking for the lowest cost exchange-traded product, it's important to take a holistic approach and mind the bid-ask spread.
Despite equities’ strong returns, investors remain unexcited about stocks and instead continue to put more money to work in bond funds.
Investors continue to shift assets away from traditional commission-based approaches and into products with lower expenses.
May was the worst month in over a year for flows to U.S. equities, while many core bond funds are receiving inflows as rising-rate concerns abate.
This fund targets the riskiest stocks in the S&P 500 Index, but it probably won't offer better long-term returns.