Momentum may not work as well in practice as on paper, but well-constructed momentum funds still have a good chance to beat the market.
A low-volatility mandate should improve risk-adjusted performance.
Don't overlook profitability.
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.
This fund only invests in the most disciplined dividend payers.
Vanguard is well ahead of the pack, and bond ETF flows are on their way to a record year.
"Growth" is a broad description that doesn't account for meaningful differences between strategies.
Broad diversification and low costs make this fund a good option for core fixed-income exposure.
Thematic ETFs often come with a good story, but most lag the market.
These funds aren't for the faint of heart, but they should benefit more than most from a strong economic recovery.
This is a concentrated portfolio, but it offers clean exposure to firms positioned to profit from the growth of robotics and artificial intelligence.
Striking a careful balance between yield and risk is a big appeal.
What to understand about a fund and the sustainable index it tracks.
They have suffered 10 years of poor earnings growth.
Navigating the nuanced differences between these funds can be challenging.
Investors have piled into fixed-income ETFs in 2020.
Adoption of these sustainable index funds and ETFs is on the rise in the United States but still lags Europe.
A best-in-class expense ratio and low turnover help this large-growth ETF stand out in a crowded, competitive category.
Fundamental weighting doesn't explicitly target value stocks, but it can deliver similar exposure to traditional value index funds.
These securities feature prominently in most core bond funds.
A broadly diversified portfolio and sizable cost advantage make this a compelling option.
Over the long term, valuations should still be predictive of returns.
This actively managed ETF targets stocks making large cash distributions to shareholders through either dividends or net share buybacks.
The methods may need fine-tuning, but fundamentals still drive returns.
Gold ETFs stood atop the podium in July.
A smoother ride is possible.
Assessing the benefits and drawbacks of this novel fund type.
This sliver offers a lot of risk, and the associated rewards might not be sufficient.
This fund offers broad diversification and boasts a sizable cost advantage over its peers.
Lackluster recent performance may accelerate the category’s maturation.
This low-cost strategy carves an edge by targeting stocks with strong profitability and low valuations.
Sustainable investing isn't just about values, it's about managing risks that affect all investors.
Consistent dividend growth is key.
It all comes down to two well-known factors.
Bond ETFs are on track for record inflows in 2020.
ETFs have huge benefits for investors, they just might not be the ones you think.
These funds take different approaches to dialing down the credit risk inherent in this corner of the bond market.
This Silver-rated ETF offers broad exposure to investment-grade corporate bonds and is one of the cheapest funds in its Morningstar Category.
Higher-quality high-yield bonds are likely better bets for long-term investors than ETFs that track the broad high-yield market.
This ETF focuses on financially material ESG risks and opportunities.
This low-cost ESG strategy balances its sustainability remit with broad diversification.
ESG doesn't have to be a divisive topic.
A look at recent market performance, asset flows, and valuations through an ETF lens.
When these bonds take a tumble from the ranks of investment grade credits, they present opportunities for investors.
Neutral-rated Xtrackers USD High Yield Corporate Bond ETF illustrates the challenges of indexing the junk-bond market.
Here's a look at how these Morningstar Medalists are holding up in the face of a crisis.
A broadly diversified portfolio and a contrarian rebalancing approach should give the fund an edge.
I agree with the spirit of the ETP industry coalition's proposal, but not the specifics.
Three strategies to consider, and two to avoid.
The firm is executing its new strategy and delivering for investors.