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.
Buying good companies is a sensible strategy—assuming the price is right.
Indexes have evolved from measures to targets to a new form of active management.
These new funds aim to deliver value exposure without the value traps.
It's important for investors to understand and respect what the "ET" in ETF stands for.
Ben Johnson reviews the year in ETFs, including the growth of model portfolios and active funds.
When market volatility ticks up, investors may be best served by tuning out.
This international real estate ETF's lowest-in-class fee gives it a durable edge.
Silver-rated DFA Real Estate Securities provides comprehensive exposure to the real estate sector at a low cost.
We take a look at the most promising and pitiful new exchange-traded products that were added to the menu in the past year.
AQR's Jordan Brooks discusses his research into what drives outperformance of fixed-income managers and what that means for investors.
The SEC's proposal to require greater transparency in naming specific types of products is long overdue, says Ben Johnson.
The shift to lower minimums on less expensive Admiral shares is welcome but late, says Morningstar's Ben Johnson.
Investors would benefit from greater clarity and consistency in exchange-traded product labeling.
This fund is a great option for investors seeking exposure to intermediate-term corporate bonds.
What many perceive as bugs in cap-weighting are actually a feature.
A small number of firms driving returns and concentrations positions are a feature, not a bug, of a cap-weighted strategy.
Morningstar's price/fair value ratio for ETFs is a useful starting point for bargain-hunters.
Bonds' diversification potential occupies a spectrum from great to lousy.
Liquidity, transparency, and tax efficiency are hallmarks of ETFs, but Ben Johnson says some of these benefits can be oversold.
Taking the outside view can help investors better measure their odds of investing with the best.
It’s time to revisit the risk exposures lurking in portfolios.
A closer look at some of the most heralded and overlooked features of this investment wrapper.
Investors are likely best served by not putting all their factor bets in one basket.
No two dishes on this expansive menu are alike.
After a gangbusters 2017, ETF flows have slowed down. Plus, a look at new products that have come to market.
Osman Ali, a portfolio manager with Goldman Sachs, argues that money managers are using data sets to invest differently.
BlackRock's Kevin Franklin explains how investors get comfortable with applying these tools to money management.
These funds are yet another example of why it's important to look beyond the label to check what is in the tin.
After a long period of relative calm in the markets, it's a good time to reassess risk.
Ben Johnson says investors should consider revisiting asset allocation and moving to less volatile securities before market conditions change.
Ben Johnson compares the cash-flow weighted returns of index funds and their actively managed counterparts.
Its important for investors to understand and respect what the "ET" in ETF stands for.
We have met the enemy and he is us.
The unique structure of Vanguard ETFs makes them more vulnerable to capital gains distributions, but Ben Johnson says the likelihood is still low.
Ben Johnson offers some traditional and strategic beta funds for contributing to an IRA.
We take a vehicle- and strategy-agnostic approach to helping investors identify best-of-breed funds.
Investors have been fleeing some index funds in droves, resulting in large capital gains distributions.
ETF providers are working hard to bring down fees--even those that aren't reflected in expense ratios, says Ben Johnson.
The Morningstar Active/Passive Barometer establishes base rates for fund selectors.
ETFs have strategic and structural advantages that make them more tax-efficient than most mutual funds.
As more products come to market, fewer are likely to stick.
Although not all ETFs are tax efficient, Morningstar's Ben Johnson says low capital gains distributions can make them good choices for a taxable account.
Investors spend a massive amount of time trying to make all the right moves and not enough time avoiding the wrong ones.
Ben Johnson says exchange traded funds' inflows surpassed previous records this year, with BlackRock and Vanguard taking the bulk.
At face value, these two funds could not be more alike. A closer look reveals significant differences.
The complexion of emerging-markets stocks has changed dramatically over the past 10 years and will continue to do so.