In an efficient market, your expected losses are whatever fees you pay. In an inefficient market, your expected losses include returns you give up to faster and better investors.
The case for the tech-heavy, large and liquid PowerShares QQQ ETF remains a strong one.
As retailers have fallen under pressure to start the year, we look at retail ETFs for investors who see a buying opportunity.
Fidelity follows PIMCO's footsteps in launching actively managed bond ETFs.
Active managers will now have to demonstrate that they can outperform after deducting the influence of easily measurable factor exposures.
This fund provides low-cost exposure to Treasury Inflation-Protected Securities, which can protect investors from long-term unexpected inflation.
Bond ladder ETFs can reduce cost and risk and can increase liquidity. However, investors should be aware of some potential drawbacks.
Both iShares and Vanguard have their strongest flows ever.
Corporate social responsibility can make good business sense, but the investment options can be a little pricey.
It offers an attractive yield but is heavily concentrated in the industrials sector.
The exchange-traded fund universe is as vast and absurd as a Las Vegas buffet. Here's how to pick the best factor funds.
Large exposures in South Africa, Brazil, and Chile have weighed on the performance of this fund.
But for investors, frontier-markets funds have short track records and carry unique risks.
While this isn’t the only ETF that tracks the S&P MidCap 400 Index, a structural advantage gives this fund an edge.
A look at the true drivers of commodity futures returns shows that popular indexes like the GSCI are lacking.
On an asset-weighted basis, institutional mutual fund share classes are lower than ETFs' in all but one Morningstar Category.
U.S. REITs have dramatically outperformed the market in 2014. Can the party continue?
A look at the exchange-traded funds and providers that have announced projected capital gains distributions thus far.
With a few exceptions, it's a terrible mistake to own a passive fund that tracks an illiquid market, writes Morningstar’s Sam Lee.
This fund provides low-cost exposure to high-quality mortgages.
Investors are likely better served by traditional bond funds.
A look at finance professor Wesley Gray's new exchange-traded fund.
The style box is a simple representation of a complicated reality.
Investors should only take risks that the market rewards--and that they can live with.
An analysis of PIMCO Total Return ETF.
These web-based advisors are more hype than substance for now.
This fundamentally weighted exchange-traded fund offers a good way to overweight value stocks in foreign developed markets.
REITs look richly valued right now, but they have potential as a long-term diversifier and source of income.
Look to funds that focus on U.S. dollar-denominated debt.
We take a closer look at India, Taiwan, and Malaysia.
We outline some of the key criteria in constructing a passive portfolio and discuss a framework for evaluating individual funds.
Market-cap-weighted indexes can work against a contrarian value strategy.
iShares Global Infrastructure provides a broad, inexpensive way to invest in global infrastructure.
Diverse new launches have covered the gamut from income to strategic beta to bespoke offerings.
This ETF offers currency-hedged exposure to dividend stocks in the eurozone.
Because interest rates do not always move in tandem, investors need to pay close attention to the yield curve and spreads to gauge risk.
This low-cost ETF offers one of the best ways to get exposure to the U.S. materials sector.
The appropriate tools may help investors distinguish luck from skill.
While these two funds pursue similar strategies, the active fund may have an edge over its index-based counterpart.
As a growing number of new ETFs straddle the line between active and passive, investors are faced with a dizzying array of increasingly complex choices. Here's the compass you need to navigate.
A deep dive into the inner workings of iShares Core High Dividend.
Here's an ETF that can manage exposure to this country's equity market.
Investors' average 3% to 4% allocation is low given the rising importance of emerging markets.
With a simple approach to dividend investing, this fund’s performance has earned 4 stars.
The Morningstar Rating shows that the past performance of these funds has been solid.
This ETF offers the greatest exposure to homebuilding companies, which have significantly trailed the broader market since the start of 2013 but which recently have posted some good news.
As the sector has continued to best the broader market, a look both at the dynamics that would drive further outperformance by the sector and at funds that investors can use to tap those themes.
It's all about low costs, a sensible strategy, and sound ethics.
By investing in Build America Bonds, this fund gets exposure to taxable municipal bonds with interest payments subsidized by the federal government.