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.
This ETF offers the greatest exposure to homebuilding companies, which have significantly trailed the broader market since the start of 2013 but which recently have posted some good news.
As the sector has continued to best the broader market, a look both at the dynamics that would drive further outperformance by the sector and at funds that investors can use to tap those themes.
It's all about low costs, a sensible strategy, and sound ethics.
By investing in Build America Bonds, this fund gets exposure to taxable municipal bonds with interest payments subsidized by the federal government.
Record Treasury issuances during the past decade have made the index more conservative than most intermediate-term bond funds.
Trend-following may help reduce volatility and losses during market downturns.
Investors should only take risks that the market rewards--and that they can live with.
Picking the right discount rate is harder than many think.
This low-cost telecom fund offers exposure to the titans and the small fries and provides a healthy payout to boot.
Firm's recent filing to launch nontransparent actively managed ETFs is a wager on new distribution technology.
Vanguard's Total International Bond exchange-traded fund is a poor investment today.
State Street's newly launched MSCI Quality Mix exchange-traded funds offer good value.
China enthusiasts can now gain access to China's A-share market via ETFs.
Fickle foreign portfolio flows add another dimension of volatility.
And when to make big bets.
At first blush, this fund's strategy appears complex, but it is essentially a combination of traditional factors and equal weighting.
When looking for the lowest cost exchange-traded product, it's important to take a holistic approach and mind the bid-ask spread.
But this low-cost ETF has held up as interest rates have stayed low.
Sector's robust comeback takes a turn so far in 2014.
High-yield bonds are expensive, but if you absolutely demand high income, here's a closed-end fund to consider.
By hedging currency exposure, this fund greatly reduces volatility that plagues traditional international-bond funds.
International-bond funds are a great way to diversify a fixed-income portfolio, but currency movements can create unnecessary volatility.
This high-yield bond index fund attempts to avoid some of the pitfalls of market-cap weighting, but it may introduce a new problem.
Performance tends to persist in the short run, but betting on long-term losers can be a winning strategy.
Cambria founder Mebane Faber talks to Morningstar’s Sam Lee about his fund’s global value strategies and what he is buying in his personal portfolio.
Passively managed funds are a viable option thanks to low fees.
Low fees and broad exposure to the commercial real estate market make this fund a solid choice.
Don't buy it for its dividends or perceived safety; buy it because you think value and quality strategies work.
Bank CDs, not funds, currently offer a better bang for your buck.
Finance professor Wesley Gray discusses his upcoming actively managed value ETF.
Biotech companies' returns have diverged from the broader market in recent weeks amid concerns over greater regulation and price discounting.
Recent moves from the SEC, ETF providers, and major exchanges indicate a growing interest in cracking the daily disclosure requirement.
How you value the market depends on your time horizon.
This fund targets the riskiest stocks in the S&P 500 Index, but it probably won't offer better long-term returns.
Common sources of return can now explain performance that was once attributed to skill.
Focus on expected returns from conservatively forecast cash flows and not on the false precision of academic models, writes Morningstar’s Sam Lee.
Appears to be priced in, for now.
Changes in country allocations will reshape this popular frontier-market offering from iShares.
Don't buy it.
We're proposing a new name for this rapidly growing batch of funds that seeks to improve upon more traditional market benchmarks.
Getting out of level one.
This fund offers a heavy dose of value, but it may overweight companies with deteriorating fundamentals.
A look at three funds that attempt to harness the underlying drivers of stock returns.
Using the latest factor research to identify the drivers of PowerShares Buyback Achiever's outperformance.
A look at the worldview and investment philosophy of one of the great investors of our time. Plus, five ETFs that we believe have many of the characteristics that Munger (and Buffett) look for.
This MLP exchange-traded note isn't revolutionary, but it has fewer structural issues than other popular exchange-traded products.
Your dividend ETF might have another trick up its sleeve: efficient exposure to the quality and value premiums.
Eugene Fama and Kenneth French's new five-factor model buries the value factor. What does it suggest about market efficiency?