There are three key factors at play.
Recent market volatility has led to extraordinary dislocations in ETF prices.
Ben Johnson says that though they are growing in number and in assets, it's buyer beware on thematic funds.
Suffering through losses is far more taxing than any picture or thousands of words can capture.
Ben Johnson examines what type of ETF is best suited for this wrapper.
Ben Johnson explains how ETFs might behave and affect the broader market in a serious market downdraft.
Thematic funds have captured investors' imagination and their assets, but buyers should beware.
Because our new ratings framework places an even greater emphasis on fees, Vanguard Real Estate Index now earns a Gold rating.
Yes, sort of, just not the sort of momentum strategy many may think.
It is always a good time to brush up on what constitutes good hygiene when transacting ETFs.
It is important investors be aware of this risk, but it isn't worth losing sleep over.
Inflows soared, so what are these zeros?
Investors may be missing out on half the global real estate market.
We take a look at the most promising, and pitiful, new exchange-traded products that were added to the menu in the past year.
This year put an exclamation point at the end of a decade marked by the ascendance of indexing and ETFs.
The Morningstar Factor Profile complements the Morningstar Style Box, incorporating additional factors that further explain funds’ exposures to well-documented sources of long-term returns.
How we separate the wheat from the chaff in this field.
As fears of rising rates abate, investors have been edging further out on the yield curve.
Owning quality companies that regularly return cash to shareholders is a solid strategy for all rate environments.
Although the performance of actively managed funds improved in 2019's first half, the long-term picture favors passive strategies.
ETFs have brought a new level of transparency and order to bond markets which should benefit all fixed-income investors.
Ben Johnson says investors should be on their toes for other expenses as the pricing war among brokerages continues.
You might be better-diversified than you think.
Picking your spots and focusing on costs can improve your odds of partnering with winning managers.
Are these new ETP formats a better mousetrap? Or a solution in search of a problem?
We are now able to offer valuation insights on an even wider spectrum of global stock markets.
While the firm's fee is compelling, indexing isn't as appealing a proposition in the high-yield space.
ETFs' structure makes them more tax-efficient than their mutual fund counterparts.
Though an efficient way to track the market, the strategy has its drawbacks.
A compelling option for exposure to a narrow segment of the fixed-income market.
The menu of dividend ETFs features something for every palate.
A low fee and broad diversification make this fund a top choice.
When selecting dividend ETFs, investors should look beyond funds' current yield.
Many of the historical arguments for favoring one's home market no longer hold water.
Highly skilled players, fierce competition, and split spoils.
Providers continue to innovate, changing the nature of indexing.
Morningstar's Ben Johnson talks to BlackRock's Holly Framsted about the future of value investing.
Small caps can play a bit part in a diversified portfolio.
There is no avoiding risk, so investors must understand the risks they take and learn how to harness them to their benefit.
Ben Johnson discusses new research from our annual U.S. fund fee study.
How retirees can find less-mercurial equity exposure.
These eight investment principles can help you focus on what's most important.
Value isn't dead, it's just been dormant.
At the cost of being vanilla, investors push into low-cost ETFs.
As fees get squeezed, investors should refocus on the other costs they might be incurring.
ETFs are generally priced efficiently, but it's important that investors look before they leap.
Ben Johnson offers his picks ahead of the contribution deadline.
Ben Johnson reviews the Vanguard ETF fee news and gives his thoughts on cutting through the noise.
Even plain-vanilla index funds that track the S&P 500 are making some active bets that investors need to be aware of, says Morningstar's Ben Johnson.
Fees are just part of the equation.