Ryan Jackson

More From Ryan Jackson

What the Nasdaq-100 Rebalance Means for ETF and Index Fund Investors

Investors of funds tracking the index can expect a slightly different portfolio.

Bryan Armour Jul 26, 2023

7 Charts on U.S. Fund Flows in the First Half of 2023

Funds seesaw back to inflows in June after a lackluster start to the year.

Adam Sabban Jul 17, 2023

3 Great ETFs Having a Bad Year

A rocky first half doesn’t dim the appeal of these funds.

Ryan Jackson Jul 11, 2023

Avantis U.S. Small Cap Value Uses Flexibility to Its Advantage

A stellar choice for small-value exposure.

Ryan Jackson Jul 6, 2023

ETFs Close Mild First Half with an Exclamation Point

Investors poured nearly $75 billion into ETFs in June.

Ryan Jackson Jul 5, 2023

Choosing a Better Index ETF

QQQ, DIA, and VTWO leave something to be desired. Here are some alternatives.

Zachary Evens Jun 28, 2023

The Strategic-Beta ETF Market Has Matured, but That Doesn’t Mean the Party’s Over

These products have settled into the new phase of their evolution, but demand remains intact.

Ryan Jackson Jun 26, 2023

U.S. Fund Flows: Investors Indeed Sold in May

The sluggish start to the year continues.

Adam Sabban Jun 16, 2023

‘Huge’ Rebalancing at Momentum ETF Provides Market-Beating Clues

Changes in a major ‘winner-picking’ strategy from iShares offers these tips for stock-pickers, as Ryan Jackson shares the biggest and newest additions to the fund.

Ryan Jackson Jun 15, 2023

4 Highly Rated ETFs on Sale

Compelling ETFs that trade well below their fair value.

Ryan Jackson Jun 6, 2023

May ETF Flows Favor Recent Winners from Divergent Stock Market

Led by large-blend, technology, and Treasury funds, U.S. ETFs collected $35 billion of inflows in May.

Ryan Jackson Jun 1, 2023

3 Solid ETFs That Favor Tech Stocks

Diversified funds with an extra dose of tech.

Ryan Jackson May 18, 2023

U.S. Fund Flows: April Inflows Do Little to Reverse Sluggish Start to Year

Investors retreated from most category groups.

Adam Sabban May 16, 2023

Invesco QQQ Trust Performs Under Limitations

Excellent performance has masked construction deficiencies.

Ryan Jackson May 11, 2023

ETF Investors Favor Bonds and the Basics in April

U.S. ETFs hauled in $31 billion as stocks and bonds ticked upward in April.

Ryan Jackson May 1, 2023

U.S. Fund Flows: Widespread Outflows Defined March

Investors fled stock funds for safer choices.

Adam Sabban Apr 18, 2023

March Punctuates Uneven First Quarter for ETF Flows

Investors poured into bond ETFs, and stocks swirled in March.

Ryan Jackson Apr 3, 2023

3 Great Value ETFs for 2023

These Morningstar Medalists have shown their merit.

Ryan Jackson Mar 23, 2023

Is It Time to Short Jim Cramer?

These new ETFs are putting money where Jim Cramer’s mouth is—here’s why you should treat it as entertainment.

Ruth Saldanha Mar 23, 2023

Index Providers Disagree on Growth and Value

How have growth and value compared in 2023? It depends on how you define them.

Ryan Jackson Mar 17, 2023

U.S. Fund Flows: Momentum Stalls in February

Bond-fund flows stayed positive, but U.S. equity funds remained weak.

Adam Sabban Mar 16, 2023

ETF Flows Freeze in February Reality Check

U.S. ETFs saw modest outflows as global markets wavered.

Ryan Jackson Mar 1, 2023

3 Great ETFs for Your IRA in 2023

IRA accounts can enhance the tax efficiency of ETFs.

Ryan Jackson Feb 23, 2023

U.S. Fund Flows: January Kicks Off 2023 in Positive Territory

Investors returned to fixed-income and international-equity funds.

Adam Sabban Feb 16, 2023

ETF Flows Hold Steady as Markets Rebound in January

Investors piled $47 billion into U.S. ETFs as global stocks and bonds rallied.

Ryan Jackson Feb 1, 2023

U.S. Fund Flows: Investors Bail in 2022

Funds suffered their first calendar year of outflows since Morningstar started tracking, a total of $370 billion.

Adam Sabban Jan 17, 2023

3 ETFs for a Recession

This trio of Silver medalists may weather an economic downturn better than most.

Ryan Jackson Jan 13, 2023

A Brutal Year in the Markets Doesn’t Rattle ETF Investors

U.S. ETFs reel in $597.9 billion in 2022.

Ryan Jackson Jan 3, 2023

Do Multifactor Funds Deliver on Their Objective?

Our latest paper tries to unlock the mysteries of multifactor funds.

Daniel Sotiroff Dec 8, 2022

Global Markets and ETF Inflows Build Momentum in November

U.S. ETFs reeled in $62.7 billion in last month, as bond and international-stock portfolios posted banner monthly returns.

Ryan Jackson Dec 1, 2022

More About Ryan Jackson

Ryan Jackson is a manager research analyst, passive strategies, for Morningstar Research Services LLC, a wholly owned subsidiary of Morningstar, Inc.

Prior to assuming his current role, Jackson served as a customer support representative for Morningstar Direct.

Jackson graduated with a bachelor's degree in finance from the University of Wisconsin-Madison in 2019. He also holds the Chartered Financial Analyst® designation.

Follow him on Twitter @TheETFObserver.