This exchange-traded fund's modest style bets and low fee give it a good chance to succeed over the long term.
Factor investing tends to work the best among the smallest stocks.
It provides broad exposure to mid-cap dividend-paying stocks while keeping risk in check.
Pick dividend ETFs that offer a high percentage of qualified dividend income to maximize aftertax investment performance.
This is a compelling defensive equity strategy.
The case for indexing foreign stocks is still valid.
It is not as daunting as it looks.
This core aggregate-bond ETF rearranges the investment-grade universe to boost returns.
These funds are yet another example of why it's important to look beyond the label to check what is in the tin.
After a long period of relative calm in the markets, it's a good time to reassess risk.
This is one of the best choices for exposure to U.S. large-value stocks.
Strategic asset allocation across tax-sheltered and taxable accounts can help reduce taxes.
Successful dividend-focused funds find harmony between risk and yield.
It forgoes high yield to pursue stocks that can sustain the growth of their dividend payments.
Uncomplicated, low-cost strategies are a better fit for most investors.
This foreign developed-markets portfolio captures a majority of the available market cap while reducing volatility.
Investors should watch out for senior loan products' considerable liquidity risk and increasing credit risk.
This ETF captures what Bloomberg Barclays US Aggregate Bond Index misses.
Its important for investors to understand and respect what the "ET" in ETF stands for.
We have met the enemy and he is us.
It may be better to do nothing than to try to reposition for rising rates.
This ETF offers a higher yield than the Bloomberg Barclays U.S. Aggregate Bond Index with similar interest-rate risk.
A one-stop holding for broadly diversified exposure to the U.S. stock market at a low price.
Stylistic differences between active and passive managers contribute to the variation in active managers’ performance, but they don’t tell the whole story.
A good process helps mitigate risk.
This fund covers the entire overseas investable market.
This fund's low-fee, turnover-conscious approach to portfolio construction, and its broad diversification, should serve investors well.
These exchange-traded funds are all worthy of consideration, but there are important differences among them that can affect their performance.
We take a vehicle- and strategy-agnostic approach to helping investors identify best-of-breed funds.
Investors have been fleeing some index funds in droves, resulting in large capital gains distributions.
The Morningstar Active/Passive Barometer establishes base rates for fund selectors.
ETFs have strategic and structural advantages that make them more tax-efficient than most mutual funds.
This fund sacrifices transparent portfolio construction for deeper factor tilts.
A new Morningstar study evaluates whether active managers' index-relative performance is driven by the returns to their investment style.
Emerging-markets index-tracking funds hold large stakes in Chinese stocks.
This is a strategic way to manage risks in emerging markets.
This short-term Treasury ETF is a great option for investors who wish to sit on the sidelines for a while.
The classic battle between market-cap-weighting and equal-weighting unfolds in the bond ETF arena.
This exchange-traded fund looks a lot like the S&P 500 but has a good chance to beat it over the long term.
These new funds aren't groundbreaking, but they offer some incremental advantages over their peers.
This low-cost strategy targets stocks with attractive characteristics that should weather market downturns a little better than average.
Watch for signs that a fund is too expensive, taking too much risk, or poorly constructed.
As more products come to market, fewer are likely to stick.
Investors spend a massive amount of time trying to make all the right moves and not enough time avoiding the wrong ones.
This value fund targets high-yield stocks and emphasizes large, stable firms.
Use caution when connecting market performance to economic growth.
This alternatively weighted ETF rearranges the investment-grade universe to boost yield.
Despite their structural tax advantages, bond ETFs can still expose investors to significant tax liabilities.
The renamed communication services sector will combine select technology and consumer discretionary stocks with current telecommunication services names.
This fund offers profitable dividend-paying stocks with durable competitive advantages at a low fee.