The interest-rate concerns that have left REITs in the dust this year may be overblown.
How I unlearned efficient markets folly.
Buying assets with long-term value.
Momentum strategies can work in emerging markets, but beware of execution risks.
As foreign inflows continue, frontier-markets funds may grow more volatile and more correlated to U.S. equities.
Why most back-tested performance histories are bunk, and how you can identify the ones that probably aren't.
This fund is an inexpensive option for rounding out a U.S.-equity portfolio.
Exploring the impact of acquired fund fees on small-cap exchange-traded funds and index funds.
There's much to like about this broad U.S. technology ETF--high-quality companies, stability, and even a dividend. For the sector to go higher, companies tied to mobile computing will lead the way.
A look at the exchange-traded funds expected to hold meaningful positions of the company after it begins trading this week.
PIMCO's Enhanced Short Maturity ETF has taken the top spot in the ranks of active ETFs from its sibling, PIMCO Total Return ETF, as investors have looked to reduce interest-rate risk.
They offer investors low costs and transparency, but they remain a tiny part of the ETF universe.
Although many risks remain, this European equity ETF offers investors a good way to profit if a recovery gains traction.
Impressive marketing claims and back-tests are no substitute for economic intuition.
This broad-basket commodity exchange-traded fund uses market-price signals to construct its index--with mixed results.
Near-term interest-rate risk doesn't change the core qualities that investors should look for in dividend-strategy exchange-traded funds.
The case for a low-cost momentum fund.
Equity ETFs are on track for a record year of inflows, while fixed-income ETF investors are rotating to shorter-duration funds.
On the importance of taxes in investing.
China's reform agenda for its planned economic transition will be released next month.
The Morningstar Awards recognize ETFs offering superior investor experiences.
We take a closer look at this fund's holdings, valuations, and near-term risks.
The newest energy infrastructure ETFs try to avoid the structural shortcomings of existing MLP products.
This Vanguard offering is one of the cheapest and most diverse domestic-equity funds available, making it an ideal core holding.
With no tapering imminent, housing stocks rallied on Wednesday. For those who see more upside from here, this ETF offers the purest exposure to U.S. housing stocks.
In a departure, some of the most interesting and popular new exchange-traded products do not have income as their core selling point. A look at new ETPs devoted to bank loans, Europe, international bonds, and factors.
The iconic index is about to experience some big changes, but its quality tilt remains firmly intact.
Convertible bonds are an often-overlooked asset class that might serve as an attractive alternative to stocks.
Institutional investors are likely behind the selling.
This short-duration TIPS ETF offers less interest-rate sensitivity and better inflation protection.
While it doesn't take a traditional approach, this small-cap dividend ETF offers one of the best ways to unlock the value premium.
Rising interest rates may hurt dividend-paying stocks, defensive sectors, and large caps more than their counterparts.
A new iShares fund applies a "quality" strategy to U.S. stocks in an attempt to capture a tiny bit of Warren Buffett's magic.
Though clearly not perfect, the finance professors' approach to investing has a lot going for it, particularly the notion of factors.
As China's prominence in global stock markets rises, so does the need to understand the intricacies of investing in Chinese stocks.
In recent years, emerging-markets funds have come into the mainstream and have found a permanent home in many investors' portfolios.
The four largest small-blend exchange-traded funds each have something to offer passive investors looking to overweight small-cap stocks.
Tracking error can be a useful fund performance evaluation and comparison metric, but it can also be a distraction, particularly when misapplied.
Utilities companies have been pressured recently amid rising interest rates. The sector is slightly overvalued but could outperform if rates flatten or fall. Buyer beware: When considering this ETF, watch interest-rate movements closely.
Favorable conditions are in place for merger-arbitrage ETFs, including increasing M&A activity and the likelihood of higher interest rates.
We look at the best bank-loan funds among ETFs, closed-end funds, and mutual funds.
With the potential for higher interest rates in the future, the bank-loan market still looks attractive.
Morningstar ETFInvestor editor Sam Lee explains what to do with it.
Better investing through leverage.
Our third article for young ETF investors highlights the benefits of using an IRA.
Although this ETF offers almost unparalleled yield, it comes with significant risk.
While its complexity should give investors pause, this ETF attempts to improve on the traditional passive approach to value investing.
The short answer: No.
An investment in commodities can offer some benefits, but they may be overhyped.
Although a cap-weighted strategy is low-cost, it does make large bets in risky areas.