Currency-hedging and low-volatility approaches might make it easier to stick with international stocks over the long haul.
Active outperformance isn't easy in any market but stands a better chance when fees are low.
This ETF is a bargain for investors who want exposure to profitable companies with durable competitive advantages.
A portfolio of low-cost index funds isn't a bad starting point for the average investor.
This Dow Jones Industrial Average tracker has an odd weighting scheme that limits its appeal.
A new crop of rules-based bond ETFs is attempting to improve on traditional market-cap-weighted alternatives.
This ETF's significant cost advantage should translate into attractive category-relative performance.
Performance tends to persist in the short run, but betting on long-term losers can be a winning strategy.
Long-term growth in global food consumption should benefit this fund's holdings, but investors should be prepared for a bumpy ride.
ESG index strategies can be effective tools for values-based investing, but they may introduce some additional bets that investors may not intend to make.
Non-market-cap-weighted strategies may have higher return and yield potential, but beware of taking on more volatility and risk.
This low-cost exchange-traded fund offers an attractive yield while diversifying risk.
Dividend strategies can look and behave differently from one another depending on how they manage the trade-off between income and dividend growth.
This international-stock ETF places currency bets in an attempt to enhance performance.
Though more durable than some other bond types during periods of rising rates, senior loans carry credit and liquidity risk, says Morningstar's Alex Bryan.
This low-volatility ETF should give international-stock investors a smoother ride and better downside protection.
These investments offer attractive yields and can hold up well when interest rates rise, but they come with considerable credit and liquidity risk.
Risk-averse small-cap investors can feel good about Royce Special Equity under Charlie Driefus, says Morningstar's Alex Bryan.
Defensive strategies, like those followed by low-volatility ETFs, can produce better risk-adjusted returns while smoothing out the highs and lows of the market.
This quality strategy looks beyond past dividend growth.
It's necessary to be selective, but there are some good actively managed small-cap funds still open to new investors.
Although both Vanguard funds are rated Gold, Dividend Growth is an active strategy with more flexibility, while Dividend Appreciation is a passive fund with rock-bottom costs.
This fundamentally weighted ETF allows investors to profit from mean reversion in valuations.
All these funds attempt to reduce the risk of underperformance by diversifying across multiple 'factors,' but there are important differences among them.
This ETF is one of the best bargains in the U.S. large-value Morningstar Category.
Morningstar's Alex Bryan reviews several funds that blend multiple factor-based strategies and discusses how investors might use such strategies in their portfolios.
Bronze-rated AQR Large Cap Multi-Style employs a handful of rules-driven approaches seeking to boost return and manage risk.
This ETF should give small-cap investors a smoother ride, though it has some distinct risks.
Foreign stocks can be riskier than their U.S. counterparts, but it is possible to mitigate this risk.
A new Morningstar study finds that investors should look beyond past performance when selecting actively managed funds.
Bronze-rated Vanguard Global Minimum Volatility should offer a more favorable risk/reward trade-off than the broader market over a full market cycle.
This ETF's approach may be simple, but its low fee gives it a durable edge.
Bond funds' past performance isn't necessarily indicative of skill.
Most mutual fund managers do not focus on aftertax performance, but astute investors may be able to improve their aftertax returns.
IShares MSCI USA Value Factor ETF eliminates the unintended sector biases that value-focused index funds often have.
This is a compelling large-value offering, but there are some drawbacks to its sector-neutral approach.
These funds effectively mimic Dimensional’s distinctive investment approach in an index format.
This ETF offers a low-cost way to invest in profitable companies with durable competitive advantages.
Low-volatility strategies won't always keep pace with the market, but they can still be compelling.
This exchange-traded fund tilts toward smaller and more-defensive names in the large-cap universe.
BlackRock is switching benchmarks for two of its factor ETFs, but this change may help one ETF more than the other.
Rather than using a market-cap-weighted approach, PowerShares FTSE RAFI US 1000 introduces a value tilt by weighting companies based on fundamental measures.
The ETF industry is undergoing a rapid transformation, reshaping the way investors gain access to an expanding array of exposures.
The firm puts theory into practice with a focus on investors.
A look at three funds that attempt to harness the underlying drivers of stock returns.
IShares MSCI USA Quality Factor ETF targets large and mid-sized U.S. businesses with durable competitive advantages and strong balance sheets.
The past may not be a good guide for the future, but a forward-looking framework can help investors set realistic return expectations.
This may not be the deepest small-value fund available, but its low expense ratio makes it one of the best bargains in the category.
This low-cost ETF may offer attractive returns and good diversification benefits.
The index's popularity and concentrated turnover put it at a disadvantage to its peers.