Results for "morningstar inc"

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Multifactor ETFs thrive, but how do you use them?

April 20, 2018

Multifactor ETFs, which combine several investment strategies, are the hottest trend in the fund industry today. But the big question for advisers is how to integrate them in a portfolio. Factor investing began with using just one strategy to...

Investors flee high-yield bond funds and ETFs

April 13, 2018

Investors have been fleeing high-yield bond funds and ETFs. But why they are doing so is a puzzle. High-yield bond funds and ETFs have watched a net $19.2 billion walk out the door in the first three months of the year, and $29.7 billion has...

To invest during a trade war, think local and think small

April 9, 2018

How do you invest for a trade war? The current consensus, at least as measured by ETF returns, is to think U.S. and to think small. President Donald J. Trump fired the first salvo on trade March 9 when he announced $25 billion in tariffs on...

5 star mutual fund managers you've never heard of

April 7, 2018

You've probably heard of most of today's best mutual fund managers: Will Danoff, the manager of Fidelity Contrafund, Dan Fuss of Loomis Sayles Bond, David Herro, the manager of Oakmark International. The problem is, so has everyone else. Who...

Shelter from the bears - Shelter from the bears

April 4, 2018

The Standard & Poor's 500 stock index is down nearly 10% from its all-time peak on Jan. 26. While there have been precious few places to hide, some funds and ETFs have managed to duck the bear. Here are 10 of them. Data are through April 3 and...

Few places for advisers — or clients — to hide in this stock correction

April 4, 2018

If you're looking to escape this correction, you've got relatively few places to hide. The Standard & Poor's 500 stock index has fallen nearly 10% since its all-time high on Jan. 26. You can choose your causes — the threat of a trade war with...

Smart-beta funds get mixed reviews in first quarter

March 30, 2018

Smart-beta exchange-traded funds, which use rules from active management to guide their securities selection, have been the hottest product in the industry. So how did they do in the first quarter, one of the most volatile quarters in years?...

Digital investment firm launches new fund for women

March 27, 2018

Ellevest, the digital investment startup founded by Wall Street veteran Sallie Krawcheck, is launching a new fund to invest in offerings that help advance women. "What we're hearing from women is that they want to take positive action," Ms....

Vanguard wrestles with new service problems

March 27, 2018

Vanguard investors complained Tuesday about getting erroneous messages about not having enough money in their settlement accounts to make trades. On the Bogleheads.org message board, about a dozen Vanguard investors complained about the same...

How the taxman hit 10 big funds

March 26, 2018

Stock investors have had a terrific 10 years: The Standard & Poor's 500 stock index has rocked along at a 9.73% pace through the end of February. Unfortunately, the taxman takes his toll — more on some than others. How did the 10 largest stock...

Cost-cutting takes precedence in competitive defined-contribution environment

March 23, 2018

U.S. target-date fund managers are continuing to find ways to cut costs amid heightened fee scrutiny from plan executives and consultants, increased competition among managers, and a desire among managers to help improve participants' retirement...

Thinking outside the style box

March 22, 2018

The popular "style box" developed by Morningstar Inc. goes back to 1992. Entire generations of mutual fund managers, financial advisers and investors have never been without the concept. An intuitive framework for equity investing, the style...

F-Squared's former president ordered to pay $12.4 million over false statements

March 21, 2018

A federal judge in Boston has ruled that the former head of what was once the largest ETF portfolio management firm must pay more than $12.4 million for lying to investors. In October, Howard Present, former chief executive of F-Squared Investments,...

10 low-tech stock funds beating the S&P 500

March 21, 2018

The Standard & Poor's 500 stock index has gained 16.74% over the past 12 months, thanks in large part to tech stocks — in particular, the FANG stocks: Facebook, Amazon, Netflix and Google. But this year, tech has started to lag. Looking for...

Investors stood pat during February correction

March 19, 2018

Those flighty individual investors didn't flee the stock market during February's correction — which means the panicking was left to Wall Street's pros. Just 6% of individual investors were net sellers during the February correction, according...

Passive target-date funds? No such thing

March 17, 2018

If your clients ask for a passively managed target-date fund, you might have to explain to them that there's no such thing — although you should certainly steer them to a low-cost target-date fund. Passive investing has taken investors' fancy...

401(k) robo-revolution is underway

March 17, 2018

Tech upstarts are making inroads into 401(k) plans and that's bad news for some retirement plan advisers. Such fledgling companies as Betterment for Business, ForUsAll, Human Interest and Vestwell, as well as more established players such as...

A great year in the markets, but few managers beat their indexes

March 16, 2018

Some active managers saw their performance improve in 2017, according to S&P Dow Jones Indices, but over the long run, their records against their benchmarks are still nearly all awful. The S&P Indices Versus Active (SPIVA) report for 2017 shows...

Emerging market funds are powered by tech stocks

March 13, 2018

If you notice that your car is going 115 miles on the highway, instead of the usual 53, you might be tempted to look under the hood to see if someone dropped a Maserati engine in while you weren't looking. And if your client's emerging market...

Vanguard crushed active investing. Now it could save it

March 9, 2018

Indexing pioneer Vanguard Group may be stock pickers' last hope. Investors are increasingly turning their stock picking over to computers. So-called smart beta exchange-traded funds track indexes that replicate traditional styles of active management,...

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