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How to Minimize Luck in Indexing

It's important to understand how your fund's benchmark rebalances.

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Susan Dziubinski: Hi, I'm Susan Dziubinski with Morningstar. IShares MSCI USA Momentum Factor ETF's untimely rebalancing into value stocks has hurt performance lately. Here to unpack what happened and to discuss luck in indexing more broadly is Ben Johnson. Ben is Morningstar's director of global ETF research.

Hi, Ben, thank you for joining me today.

Ben Johnson does not own (actual or beneficial) shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.