Low fees and broad exposure to the commercial real estate market make this fund a solid choice.
Don't buy it for its dividends or perceived safety; buy it because you think value and quality strategies work.
Bank CDs, not funds, currently offer a better bang for your buck.
Finance professor Wesley Gray discusses his upcoming actively managed value ETF.
Biotech companies' returns have diverged from the broader market in recent weeks amid concerns over greater regulation and price discounting.
Recent moves from the SEC, ETF providers, and major exchanges indicate a growing interest in cracking the daily disclosure requirement.
How you value the market depends on your time horizon.
This fund targets the riskiest stocks in the S&P 500 Index, but it probably won't offer better long-term returns.
Common sources of return can now explain performance that was once attributed to skill.
Focus on expected returns from conservatively forecast cash flows and not on the false precision of academic models, writes Morningstar’s Sam Lee.
Appears to be priced in, for now.
Changes in country allocations will reshape this popular frontier-market offering from iShares.
Don't buy it.
We're proposing a new name for this rapidly growing batch of funds that seeks to improve upon more traditional market benchmarks.
Getting out of level one.
This fund offers a heavy dose of value, but it may overweight companies with deteriorating fundamentals.
A look at three funds that attempt to harness the underlying drivers of stock returns.
Using the latest factor research to identify the drivers of PowerShares Buyback Achiever's outperformance.
A look at the worldview and investment philosophy of one of the great investors of our time. Plus, five ETFs that we believe have many of the characteristics that Munger (and Buffett) look for.
This MLP exchange-traded note isn't revolutionary, but it has fewer structural issues than other popular exchange-traded products.
Your dividend ETF might have another trick up its sleeve: efficient exposure to the quality and value premiums.
Eugene Fama and Kenneth French's new five-factor model buries the value factor. What does it suggest about market efficiency?
A look at the biggest exchange-traded fund of closed-end funds.
The most important idea in investing.
Eugene Fama and Kenneth French's study on the distribution of manager skill.
There are a number of issues that lurk beneath the surface.
Low-volatility strategies can work well in more-volatile asset classes.
Using the latest factor research to identify the drivers of Vanguard Dividend Appreciation's outperformance.
Low-volatility funds offer lower risk but not necessarily better returns than the market.
Surviving funds can overstate a category's performance.
We take a look at a large and liquid Internet ETF. Beware bubbles and monitor valuations.
Lousy weather and weak holiday results make the sector a relative bargain.
A look at mortgage REITs.
After three consecutive years of negative returns, it might be gold miners' time to shine.
Morningstar's fair value metric is a useful touch point for ETF investors doing their homework on equity valuations.
Schwab's newest fundamental-index exchange-traded funds.
This fund's emphasis on share repurchases gives it a quality tilt, but its fee is a bit rich.
A portfolio of low-cost index funds isn't a bad starting point for the average investor.
A hodgepodge of my thoughts on Buffett's shareholder letter.
This dividend ETF has a compelling strategy, but its expense ratio induces sticker shock.
Lending programs generate fees that can offset some of a fund's operating costs.
Another look at Shiller P/E.
For emerging-markets investors, Africa is high-risk but has good growth potential.
Culling ideas from top emerging-markets fund managers.
The largest fund affected is Vanguard FTSE Emerging Markets ETF, whose fee is falling by 17%.
The best and worst new ETFs of 2013.
A primer on how linear factor models are used to look at fund manager performance.
A short primer on risk and return.
Beaten down by the specter of rising interest rates, a sluggish emerging-markets consumer, and currency headwinds, the U.S. consumer staples sector offers strong dividends, high-quality stocks, and an attractive relative valuation.
There are important trade-offs to consider when taking the foreign currency exposure out of your international-equity ETF.