There is a strong case for multifactor funds, but even the best can underperform for a decade.
The riskiest stocks have tended to offer disappointing returns, on average.
Gold may offer some insurance against a market meltdown, but there is a cost to own it.
A closer look at the growing menu of multifactor strategies and a tool kit to sort through it.
Traditional stock and bond portfolios will likely grow purchasing power over the long term better than instruments commonly used as inflation hedges.
Morningstar's Alex Bryan spotlights two funds where the risks outweigh the rewards.
If it's yield you're looking for, Morningstar's Alex Bryan has some recommendations.
Is the market overvaluing growth, undervaluing innovation, or getting things right?
This actively managed ETF offers a thoughtful approach to investing in innovative companies, but it's not for the faint-of-heart.
Momentum may not work as well in practice as on paper, but well-constructed momentum funds still have a good chance to beat the market.
New research from Morningstar unpacks the different ways exchange-traded funds pursue sustainable investing.
Thematic ETFs often come with a good story, but most lag the market.
These funds aren't for the faint of heart, but they should benefit more than most from a strong economic recovery.
This is a concentrated portfolio, but it offers clean exposure to firms positioned to profit from the growth of robotics and artificial intelligence.
Bolster your portfolio with foreign stock and bond funds when the dollar weakens.
Over the long term, valuations should still be predictive of returns.
This actively managed ETF targets stocks making large cash distributions to shareholders through either dividends or net share buybacks.
The methods may need fine-tuning, but fundamentals still drive returns.
We explain what it is and share one of our favorites.
And here's one fund we really like.
This low-cost strategy carves an edge by targeting stocks with strong profitability and low valuations.
Sustainable investing isn't just about values, it's about managing risks that affect all investors.
Alex Bryan reveals some funds for dividend investing during volatility.
Higher-quality high-yield bonds are likely better bets for long-term investors than ETFs that track the broad high-yield market.
This ETF focuses on financially material ESG risks and opportunities.
Value investing has massively underperformed growth over the past decade. Christine Benz talks with Alex Bryan about the fundamental case for value.
Three strategies to consider, and two to avoid.
A look at how the coronavirus has affected the market and what to do about it, if anything.
Alex Bryan offers ideas for ETFs ranging from exclusionary to impact.
While some investment ideas seem to conflict, a deeper understanding can resolve many of these puzzles
Active management is tougher in some categories than others.
Alex Bryan discusses some ways to tackle risk in your current and future portfolio.
A closer look at the sources of ETFs' tax efficiency.
This fund has a good chance to beat the broad U.S. small-cap market over the long term.
Morningstar Analyst Ratings have done a decent job guiding investors toward better-performing index funds.
The new ratings framework should improve ratings efficacy by bringing more structure and consistency to the ratings process and elevating the impact of fees.
Alex Bryan discusses which parts of the market are more ideal for an active approach.
Low interest rates depress expected returns for both stock and bond investors.
This study finds evidence that bond managers' risk-adjusted gross-of-fee performance tends to persist.
Alex Bryan discusses Treasury Inflation-Protected Securities and shares two ETFs to consider.
A closer look at the merits of common arguments against index investing.
This strategy effectively targets firms that should have the capacity to raise their dividends in the future.
Alex Bryan discusses how changes to the methodology will add value to the rating.
This ETF takes a novel approach to diversification.
Alex Bryan explains how investors should approach bond products and decide whether they should have a role in portfolios.
Alex Bryan shares some favorite bond exchange-traded fund picks.
Foreign stocks have an important role to play.
These low-volatility funds practice very different strategies yet hold up well during market downturns.
This high-yield bond ETF takes less risk than most of its peers.
These ETFs have potential to deliver attractive performance over the long term.