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Ben Johnson

Ben Johnson, CFA, is director of global exchange-traded fund research for Morningstar. Follow Ben on Twitter: @MstarETFUS

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Parsing the details of index methodologies is central to understanding the processes of index funds and ETFs and informs our overall assessment of these funds' investment merit.

Investor demographics are slowly turning in favor of the pairing of impact-oriented strategies and the exchange-traded fund chassis, and investors' need for relevant analytics is growing as a result.

Our semi-annual Active/Passive barometer shows that expenses are one of the only reliable predictors of success, writes Morningstar’s Ben Johnson.

Dollar-weighted returns suggest investors use passive funds more effectively than active funds--but a number of caveats footnote that conclusion, says Morningstar’s Ben Johnson.

Although they're often collectively called 'ETFs,' exchange-traded funds, exchange-traded notes, and investment trusts have important differences investors should be aware of.

Despite the profusion of niche ETF products coming to market, investors are still showing a strong preference for low-cost, plain-vanilla equity exposure, says Morningstar's Ben Johnson.

While markets’ efficiency will be forever questioned, there is no question that the costs we incur in investing deduct directly from our returns--it’s simple subtraction.

A race to lower expense ratios on broad-market ETFs, along with other factors, has pushed the estimated holding costs of many funds to nearly zero, writes Morningstar's Ben Johnson.

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