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More From Patricia Oey

The Long and Short on Long-Short Equity Funds

These all-weather funds can provide diversification benefits in a market downturn.

Patricia Oey Jan 25, 2018

5 Medalists in the Long-Short Equity Category

Patricia Oey Dec 7, 2017

Investors Experience Higher and Rising Fees for Liquid Alternative Funds

Bucking the trend observed in other asset classes.

Patricia Oey Nov 28, 2017

3 Picks Among Emerging-Markets Funds

Patricia Oey Oct 9, 2017

How Have Alts Medalists Performed?

After a couple of rough years, 2017 is looking a little better for liquid alternatives.

Patricia Oey Sep 19, 2017

Lots of Positives for This Alts Fund

Patricia Oey Jul 7, 2017

This Global Fund Pays Off for Patient Investors

Silver-rated Oppenheimer Global fishes globally for growth ideas.

Patricia Oey Jun 18, 2017

The One Currency Fund That We Recommend

Patricia Oey May 25, 2017

Fund Fees Paid by Investors Continue to Decline

Investors have been voting with their feet for low-cost funds, bringing down average fees again in 2016.

Patricia Oey May 23, 2017

A Market-Neutral Newcomer With Reasonable Fees

Patricia Oey Mar 24, 2017

Older Doesn't Mean Better

There are broader, cheaper options than this 2000-era world-stock ETF.

Patricia Oey Jun 10, 2016

What Is an Emerging Market?

MSCI will answer this question with its June 14 announcement regarding changes to its indexes.

Patricia Oey Jun 8, 2016

Average Fund Costs Continue to Decline in 2015

But investors are not necessarily paying less.

Patricia Oey Apr 26, 2016

A Low-Volatility ETF for Emerging Markets

A more tempered ride, in both downturns and in upturns.

Patricia Oey Apr 22, 2016

ETFs Get Even Cheaper

Average fees paid by ETF investors have fallen over the last decade as low-cost options gain popularity and large flows create economies of scale.

Patricia Oey Apr 20, 2016

Check This Out Before Jumping Aboard International Dividend ETFs

These 'driver-less' funds may be going places you might not want to be.

Patricia Oey Feb 26, 2016

What Should You Do With Your Emerging-Markets Fund?

Stay put, but make sure your fund does not have an outsized China exposure.

Patricia Oey Feb 24, 2016

All of the World in One Fund

This Vanguard index fund can be used as a portfolio starter for a young investor.

Patricia Oey Dec 18, 2015

Currency-Hedged ETFs Can Serve as Core Holdings

But like all allocation decisions, it's best to stick to your plan.

Patricia Oey Dec 16, 2015

New ETFs Look for Quality in Japan

These ETFs screen for companies with higher returns on equity and independent directors.

Patricia Oey Oct 30, 2015

Frontier Markets Haven't Been Immune

The risks of frontier markets become more visible in a persistent slow global growth environment.

Patricia Oey Oct 28, 2015

Currency-Hedged ETFs Still Popular

Just don't use them for short-term, market-timing bets.

Patricia Oey Sep 25, 2015

China Opens 'A' Door for Foreign Investors

Index funds are likely to add China A-Shares in the coming years.

Patricia Oey Sep 23, 2015

The Cheapest Fund for All-Cap, Developed-, and Emerging-Markets Exposure

Vanguard uses this fund in its target-date and LifeStrategy funds.

Patricia Oey Aug 14, 2015

Flows Into Foreign Equity Funds Remain Strong

Investor rebalancing is a contributor.

Patricia Oey Aug 12, 2015

Dramatic Moves in Chinese Equities Having Minimal Impact on the Average Investor

China typically accounts for about a 1% allocation in a 60/40 stock/bond portfolio.

Patricia Oey Jul 10, 2015

Don't Worry Over Currencies

The impact of currency movements on equity allocations has been negligible over the long term, so investors holding unhedged Medalist funds should stay the course.

Patricia Oey Jun 15, 2015

Global Diversification With a Smoother Ride

Although this low-volatility global equity ETF holds U.S. stocks, it has offered more diversification from the S&P 500 than the average world-stock fund.

Patricia Oey Jun 12, 2015

Adding China A-Shares to the Index: What It Means for Fundholders

Vanguard Emerging Markets is adding China A-shares, and MSCI says it soon will, too.

Patricia Oey Jun 10, 2015

Vanguard Broadens Four International Equity Index Funds

Emerging-markets index fund will now hold China A-shares.

Patricia Oey Jun 2, 2015

More About Patricia Oey

Patricia Oey is a senior manager research analyst for Morningstar Research Services LLC, a wholly owned subsidiary of Morningstar, Inc. She covers a range of multi-asset strategies, including target-date series, 529 plans, and model portfolios.

Before joining Morningstar in 2007, Oey was an equity research analyst for Morgan Joseph.

Oey holds a bachelor's degree in Asian studies from Williams College and a master's degree in business administration from the UCLA Anderson School of Management.

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