Lan Anh Tran

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This Bond ETF Promises T-Bill Returns Without Taxable Income

Lan Anh Tran Mar 5, 2024

Options Income Like JEPI Isn’t for Everyone

Lan Anh Tran Mar 1, 2024

ETF Flows: Investors Curb Their Enthusiasm in January

Lan Anh Tran Feb 2, 2024

Don’t Overthink Your Approach to Bonds

Lan Anh Tran Jan 12, 2024

Why We Like Vanguard Tax-Exempt Bond ETF

Lan Anh Tran Jan 9, 2024

More From Lan Anh Tran

JPMorgan Equity Premium Income ETF Features High Payouts and a Lower-Risk Equity Portfolio

Solid approach to covered calls still carries long-term costs.

Lan Anh Tran Dec 12, 2023

Few ETFs Are Paying Out Capital Gains in 2023

It’s looking like a year for tax efficiency.

Lan Anh Tran Dec 1, 2023

Should You Own a Covered-Call ETF Like JEPI?

You might be paying more than the expense ratio for option income.

Lan Anh Tran Oct 3, 2023

When It Comes to Passive Bond ETFs, the Devil Is in the Details

Small nuances in the indexes they track can cause unexpected behavior during stress markets.

Lan Anh Tran Sep 26, 2023

Securities Lending Provides Value. But Is It Enough To Make a Bad Fund Good?

Understanding this additional source of return (and risk).

Zachary Evens Aug 30, 2023

The New Investor’s Guide to Building an ETF Portfolio

How to put your extra cash to good use.

Lan Anh Tran Aug 14, 2023

Vanguard Short-Term Corporate Bond

A well-constructed portfolio of short-term corporate bonds.

Lan Anh Tran Jul 7, 2023

Should You Fix the 60/40 Portfolio’s Fixed-Income Sleeve?

Examining common attempts at improving the bond allocation in a balanced portfolio.

Lan Anh Tran Jul 7, 2023

How Fund Managers Are Handling Uncertainty Around the Debt Ceiling

Managers share how they are preparing for the pending outcome of debt-ceiling negotiations.

Mike Mulach May 26, 2023

Navigating Risky Bond Sectors When They Are Cheap

Lower valuations might be tempting, but it’s important to proceed with caution.

Lan Anh Tran May 16, 2023

How to Cut Your Losses With Defined-Outcome ETFs

Investing in buffer funds comes with trade-offs and higher fees.

Lan Anh Tran Apr 5, 2023

Pay Close Attention When Selecting an Emerging-Markets Bond Fund

Passive doesn’t mean straightforward in this market.

Lan Anh Tran Mar 28, 2023

How Active Is Your Passive Bond Fund?

Degrees of active management even exist in index funds.

Lan Anh Tran Feb 7, 2023

The Tax Efficiency of ETFs Alleviated Some Pain for Investors in 2022

One less worry for ETF investors during a tumultuous year for the market.

Lan Anh Tran Dec 9, 2022

What Makes Market-Value Weighting Work for Bond Investing?

Alternative-weighting methods deliver different risk/return profiles.

Lan Anh Tran Nov 14, 2022

What’s Next for the Relationship Between Stocks and Bonds

Can you still count on your core bond allocation to be a ballast?

Lan Anh Tran Oct 17, 2022

Active Managers Earn Their Fees in These Fixed-Income Markets

Asset classes where active management might stand a better chance.

Lan Anh Tran Sep 20, 2022

Why Vanguard S&P 500 ETF Is Highly Rated

With a low-cost portfolio of large company stocks, Vanguard S&P 500 ETF is a top choice for investors.

Lan Anh Tran Aug 30, 2022

There's a New Kid on the Fixed-Income Block

Bail-in debt is quietly populating the global bond market and showing up in U.S. portfolios.

Lan Anh Tran Aug 23, 2022

Vanguard Total Bond Market ETF Is Among the Best

This fund’s low costs and broad scope should help it outperform over the long term, says Morningstar’s analyst.

Lan Anh Tran Aug 9, 2022

Look Beyond ESG ETFs' Labels

A deep dive across the most popular broad-market, passive ESG options.

Lan Anh Tran Jul 26, 2022

Why Vanguard Dividend Appreciation ETF Is Attractive Today

This exchange-traded fund favors high-quality and financially sound dividend-growth stocks that can weather economic uncertainty.

Lan Anh Tran Jun 28, 2022

Why Are There Oil Companies in My ESG Portfolio?

A look at the compromises made by ESG dividend funds when their dual mandates collide.

Lan Anh Tran Jun 21, 2022

Why Fidelity 500 Index is a Top Choice for Investors

This low-cost portfolio of large company stocks makes an excellent core holding.

Lan Anh Tran Jun 7, 2022

Lessons Learned From Surviving Thematic Funds

Long-term success remains rare among this group.

Lan Anh Tran May 24, 2022

More About Lan Anh Tran

Lan Anh Tran is a manager research analyst for Morningstar Research Services LLC, a wholly owned subsidiary of Morningstar, Inc. She mainly covers passive fixed income strategies.

Before joining Morningstar Research Services in 2020, Tran was a financial product specialist on the Morningstar Direct and Office team. She holds a bachelor's degree in economics from Kenyon College.

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