Knowing why you're investing is the first step.
While share buybacks have a lot going for them, they aren't necessarily predictive of future performance.
Key takeaways from Daniel Kahneman's book, "Thinking Fast and Slow."
Portfolio managers have stepped up their game.
Outstanding tracking error and low ownership costs make this fund a compelling option.
Fees are just part of the equation.
Buying good companies is a sensible strategy—assuming the price is right.
This multifactor ETF sacrifices transparent portfolio construction for deeper factor tilts.
The case for funds that rotate their factor exposures is strong, but for now investors may be served with a static allocation.
These factor strategies aren't groundbreaking, but they offer some incremental advantages over their peers.
It's hard to beat the market, but that's not necessary for investment success.
This is one of the broadest and cheapest funds in its Morningstar Category.
Some strategies don't benefit from a cap-weighted approach.
Indexes have evolved from measures to targets to a new form of active management.
These new funds aim to deliver value exposure without the value traps.
It's important for investors to understand and respect what the "ET" in ETF stands for.
When market volatility ticks up, investors may be best served by tuning out.
Invesco S&P 500 Quality ETF should shine in tough market environments.
There's some evidence that factor timing might yield a small benefit, but it's far from conclusive.
This international real estate ETF's lowest-in-class fee gives it a durable edge.
We take a look at the most promising and pitiful new exchange-traded products that were added to the menu in the past year.
Vanguard Total International Stock ETF is an outstanding core foreign-stock fund.
Diversification has advantages for low-volatility strategies.
This fund boosts yield by upping credit risk relative to the Aggregate Index.
This practice has come into sharper focus as index funds’ and ETFs' fees have fallen.
ETFs' tax-efficient structure and generally lower turnover have helped the funds avoid the large capital gains distributions experienced by open-end funds this year.
Broad exposure to the short-term U.S. investment-grade corporate-bond market at a low cost.
This ETF delivers a high yield, while screening out the most-volatile dividend-payers.
The more concentrated a portfolio is, the greater the risk of missing out on the market's biggest winners and underperforming.
This cheap foreign-stock fund effectively cuts back on risk.
Low-volatility strategies have different intended outcomes compared with value and profitability.
Investors would benefit from greater clarity and consistency in exchange-traded product labeling.
This fund is a great option for investors seeking exposure to intermediate-term corporate bonds.
A mid-blend equity fund hiding in the large-blend category.
Should investors consider fundamentally weighted strategies?
This exchange-traded fund effectively diversifies risk by targeting stocks with low correlations.
There's more than meets the eye when assessing bond funds' performance.
Developed-market indexes are less concentrated than they were 30 years ago.
Currency hedging comes with some trade-offs.
Political drama in Southern Europe has gotten markets unnerved once again.
What many perceive as bugs in cap-weighting are actually a feature.
This low-cost fund uses profitability scoring to target high-quality dividend stocks.
Seemingly small differences in index methodology can drive outsize investment performance outcomes.
This cheap ETF harnesses the market's collective wisdom.
Alex Bryan offers a framework for evaluating strategic-beta bond funds.
This solid value strategy can make some risky bets.
Not all value strategies are created equal.
Morningstar's price/fair value ratio for ETFs is a useful starting point for bargain-hunters.
Bonds' diversification potential occupies a spectrum from great to lousy.
This exchange-traded fund rebalances into stocks as they become cheaper relative to their fundamentals.