Improvements in technology and manager skill have made passively managed municipal index funds more desirable.
While it is conservative relative to peers in the core-plus Morningstar Category, this fund provides great aggregate bond market exposure.
Don’t ignore the middle.
Low interest rates depress expected returns for both stock and bond investors.
Investors may be missing out on half the global real estate market.
We take a look at the most promising, and pitiful, new exchange-traded products that were added to the menu in the past year.
This compelling choice gets an upgrade.
These three options are pretty good.
ETFs' tax-efficient structure and generally lower turnover have helped the funds avoid the relatively large capital gains distributions experienced by open-end funds this year.
This year put an exclamation point at the end of a decade marked by the ascendance of indexing and ETFs.
This study finds evidence that bond managers' risk-adjusted gross-of-fee performance tends to persist.
This fund adheres to the collective wisdom of the market in providing aggregate bond market exposure.
As the bond market’s barometer has become increasingly conservative, new indexed options have emerged.
An up-close look at common characteristics of the market’s smallest names.
Don’t ignore the middle
A closer look at the merits of common arguments against index investing.
This strategy effectively targets firms that should have the capacity to raise their dividends in the future.
Foreign stock index funds are more diversified than ever.
How we separate the wheat from the chaff in this field.
But broad-market index funds are still great investments.
As fears of rising rates abate, investors have been edging further out on the yield curve.
Owning quality companies that regularly return cash to shareholders is a solid strategy for all rate environments.
This ETF takes a novel approach to diversification.
These ETFs seek to provide safer exposure to the high-yield bond market.
Yield is just part of the equation.
This dividend strategy mitigates risk and offers above-market yields.
Foreign stocks have an important role to play.
This high-yield bond ETF takes less risk than most of its peers.
Diversification and a low fee improve its appeal.
Foreign governments aren't always on your side.
ETFs have brought a new level of transparency and order to bond markets which should benefit all fixed-income investors.
You might be better-diversified than you think.
Risk is not currently paying off--might as well be safe with Vanguard Short-Term Treasury ETF.
These ETFs protect against inflation and the potential for loss of principal.
Mid-cap stocks warrant more attention than they currently garner.
Large- and small-cap companies are only part of the equation.
These ETFs have potential to deliver attractive performance over the long term.
Concerns over the valuations of this fund's holdings are overblown.
Not all dividend strategies are the same.
Stable companies are only part of the equation.
Are these new ETP formats a better mousetrap? Or a solution in search of a problem?
We are now able to offer valuation insights on an even wider spectrum of global stock markets.
This portfolio targets stocks of all sizes with attractive value, momentum, and quality characteristics.
A closer look at three approaches to boost income without loading up on the riskiest areas of the market.
Trim risk while staying diversified.
They're just stocks that look a little different.
While the firm's fee is compelling, indexing isn't as appealing a proposition in the high-yield space.
ETFs' structure makes them more tax-efficient than their mutual fund counterparts.
This high-yield bond ETF uses forward-looking market information to keep risk in check.
Liquid alternatives can diversify risk, but most do little to improve traditional portfolios.