Skip to Content

Morningstar Moments: The New Vanguard

Wondering how unloved funds and bitcoin ETFs are doing? We can fill you in.

Out With the Old, In With the New Vanguard Many longtime observers of Vanguard have been questioning the company’s direction, wondering if late founder Jack Bogle would approve. Do the critics have a point? Alec Lucas challenges the firm’s criticisms. Spread—or Invest in—the Love During the stock rebound, investors flooded their dollars into equities and exchange-traded funds. Our analysts have put those strategies in the spotlight time and time again. Now, it is time to pass the mic to the most shunned fund groups. Click here for contrarian investment ideas. BITO’s Still Got Bite Bitcoin investors have been HODL (“holding on for dear life”) lately, but they are far from fazed. Even though bitcoin has collapsed 46%, investors are not afraid of the volatility. Take ProShares Bitcoin Strategy ETF BITO for example, which finished the year with $1.2 billion in assets. Katherine Lynch comments on crypto investor resiliency. Are you new to the crypto game? We suggest you start here.

Stay in the loop with @MorningstarInc and our analysts: Christine Benz, director of personal finance: @christine_benz Dave Sekera, chief U.S. market strategist: @MstarMarkets Tom Lauricella, chief markets editor: @LauricellaTom

The author or authors do not own shares in any securities mentioned in this article. Find out about Morningstar’s editorial policies.

More in Stocks

About the Author

Carole Hodorowicz

Audience Engagement Editor
More from Author

Carole Hodorowicz is an audience engagement editor for Morningstar.com. Focusing on the individual investor audience, she manages content, creates explainer videos, and writes articles about different topics in finance for beginners.

Hodorowicz joined Morningstar in 2015 as a customer support representative for Morningstar Office before moving into an editorial role.

Hodorowicz holds a bachelor’s degree in journalism from Eastern Illinois University.

Sponsor Center