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.
This ETF of South Korean firms can be used as a play on global growth.
A close look at history suggests this may not be the case.
Lessons from the world's greatest macro investor.
Despite their relatively low expected returns, bonds still provide diversification and stability.
Several traditional mutual fund firms have been pursuing partnerships with traditional ETF providers. How might this trend affect investors?
This convertible-bond ETF might offer attractive risk-adjusted return compared with traditional equity investments.
Actively managed real estate funds have struggled to earn their keep over the past decade. But is the tide turning?
Why it might be better to imitate the pros rather than rely on original research.
This ETF allows investors to diversify into international stocks while keeping risk in check.
It is unreliable at best.
A look at Van Eck's Wide Moat Focus exchange-traded fund.
Ray Dalio's five-stage model on the birth and death of empires.
We review the S&P 500 Index fund options and discuss why the market may not be as overvalued as the CAPE suggests.
There were strong flows to equity ETFs in 2013, while commodity ETFs showed their mettle.
How to avoid them.
Low costs keep Vanguard one step ahead.
Slowly and steadily, industrial demand is continuing unabated, both in the U.S. and, surprisingly, in Europe.
Morningstar's Robert Goldsborough takes a look at the 10 most successful ETPs launched this year, which include some unique ETFs as well as some "me-too" products.
Are inflation statistics manipulated?
The energy patch looks attractive from a relative valuation perspective.
As 2013 draws to a close, just a small number of ETFs are expected to make capital gains distributions.
This currency-hedged international-bond fund offers core exposure to one of the world's largest asset classes, which U.S. investors often overlook.
There are many different types of emerging-markets bonds.
Emerging-markets ETFs that employ factor investing methodologies avoid some of the drawbacks of cap-weighted approaches. Here are our top picks.
Dividend strategies may offer a lower-risk way to take advantage of the value premium.
Why it's OK to sin a little and "market-time"--provided you do it in a contrarian fashion.
Schwab U.S. Dividend Equity stands out from the crowd with its rock-bottom expense ratio and emphasis on sustainable income.