This fund finds small-cap U.S. dividend-payers while maintaining broad diversification.
Increase your odds of investing success by managing the risk of your behavioral biases.
This exchange-traded fund targets high-quality stocks that can sustain or grow their dividend payments.
One size does not fit all when it comes to how index providers segment the U.S. equity market.
Investors saved an estimated $5.5 billion in fund fees in 2018.
Low fees are hard to beat.
A one-stop holding for exposure to the U.S. stock market.
Gold-rated Vanguard Tax-Managed Capital Appreciation effectively diversifies risk while taking a prudent approach to improving tax efficiency.
These funds haven't met performance expectations and are difficult to use in a broader portfolio.
Bronze-rated iShares US Treasury Bond is a low-cost way to get exposure to U.S. Treasuries across the yield curve.
Knowing why you're investing is the first step.
This multifactor ETF sacrifices transparent portfolio construction for deeper factor tilts.
The case for funds that rotate their factor exposures is strong, but for now investors may be served with a static allocation.
The highest-rated small-cap ETFs that we cover are all inexpensive, but they have some differences.
Adam McCullough looks at the rewards, and risks, for individual investors.
This fund boosts yield by upping credit risk relative to the Aggregate Index.
This practice has come into sharper focus as index funds’ and ETFs' fees have fallen.
ETFs' tax-efficient structure and generally lower turnover have helped the funds avoid the large capital gains distributions experienced by open-end funds this year.
Broad exposure to the short-term U.S. investment-grade corporate-bond market at a low cost.
These fund picks fit the bill when it comes to seeking more tax protection.
A mid-blend equity fund hiding in the large-blend category.
Should investors consider fundamentally weighted strategies?
Similar seeming strategies can notch very different results thanks to small differences in their underlying indexes.
These Silver-rated ETFs from Vanguard and Schwab both feature low fees and a solid process.
High-quality dividend payers can make excellent holdings for retirees and accumulators.
This low-cost fund uses profitability scoring to target high-quality dividend stocks.
Seemingly small differences in index methodology can drive outsize investment performance outcomes.
This well-diversified offering pairs well with the S&P 500.
State Street continues improving, but its new leadership could strengthen product development.
A cleaner comparison of fund pricing among the largest sponsors of index mutual funds and ETFs.
This exchange-traded fund's efficient, market-cap-weighted construction and low fee put it in a strong position to outperform its small-cap peers.
DFA US Small Cap sidesteps the most expensive and least profitable small-cap 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.
Factors like value, momentum, and quality have historically worked better for firms further down the market cap spectrum, says Vanguard's Antonio Picca.
Yasmin Dahya of J.P. Morgan Asset Management says there's value in reducing concentration risk while accessing the potential for higher returns from factor investing.
Research Affiliates' Feifei Li discusses the firm's approach to multifactor funds.
Gold-rated DFA U.S. Micro Cap removes the most-expensive and least-profitable micro-cap firms from its portfolio yet remains well diversified.
Dividend-focused ETFs have distributed mostly tax-friendly qualified dividends, but they are still less tax efficient than market-cap-weighted options.
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.
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.
This fund sacrifices transparent portfolio construction for deeper factor tilts.
Gold-rated Vanguard S&P 500 hasn’t distributed a capital gain since inception, has used securities lending to generate additional income, and uses derivatives to keep pace with the benchmark.
Vanguard Dividend Appreciation and Vanguard High Dividend Yield are both low cost, but they balance the trade-off between dividend yield and risk differently.
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.
This Gold-rated exchange-traded fund offers exposure to U.S. small-cap stocks on the cheap.
One size does not fit all when it comes to where index providers draw the lines to segment the U.S. equity market by market capitalization.