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August 16, 2023
We are looking for TF and mutual fund winners with opposing style biases
July 17, 2023
A former hospital worker in Arizona was sentenced to 54 months in prison and ordered to pay restitution after pleading guilty to two felony counts involving identity theft and health...
November 28, 2022
VIGI gives investors exposure to large-cap equity, emphasizing stocks from developed and emerging markets, excluding US. Read why VIGI is a Hold.
September 30, 2022
For ESG investors, energy underweighting is not as big a factor.
July 13, 2022
Researchers noted that the malware can be installed either with persistence capabilities or as a resilient implant that enables advanced evasion techniques.
January 19, 2022
Funds that gained more than 100% in 2020 fell about 3% on average last year, with most badly lagging the market. This fits the historical pattern.
June 2, 2021
Valuation-conscious growth approaches have seen their fortunes turn for the better this year.
February 12, 2021
As you make your investing plans for 2021 and beyond, bolstering the value side of your portfolio is worth considering. Value stocks appear to be one of the few underpriced areas of the U.S. equity market, as Morningstars Dave Sekera and Amy Arnott have recently noted in separate articles. The extreme value-growth spread has been a noted feature of the market for a number of years, for reasons not fully understood, but believers in mean-reversion would expect that pattern to shift at some point...
January 15, 2021
Its been difficult for actively managed U.S. and international-equity funds to beat their benchmarks. According to Morningstars Active/Passive Barometer, only 48% of active U.S. stock funds survived and outperformed their average passive peer over the 12-month period ended June 2019, and only 23% of all active funds beat their passive benchmark over a 10-year period. As Morningstar director of global ETF research Ben Johnson notes in the report, foreign-stock and bond funds tend to have highe...