Updated Sunday, September 21, 2014 as of 4:06 AM ET
Smart Beta Funds Get Closer Look From Morningstar
A new classification system from Morningstar is intended to help advisors and investors better identify, compare and analyze these active exchange-traded products.
More in ETFs
Some managers may out-perform short-term, but "you can't tell good luck from good skill, or bad luck from bad skill," the Nobel winner says. more »
Clients often place too much importance on high performance and not enough on consistent returns. more »
What to call funds that can invest in almost any liquid asset in the world? more »
How to avoid investment bubbles; Real estate's rebound retracts; Warning signs of a 20% tumble in the market more »
Wealth gap lasts into retirement years; Will federal retirement wipe out Social Security benefits; Never too young to start saving for retirement more »
Do you have the best or worst 401(k) plan; 7 deadly sins of retirement; How to avert a Casey Kasem-type drama more »
While there has been rapid growth in U.S. ETFs over the last few years, there has been almost exponential growth of these products worldwide. more »
The top three players – Blackrock, State Street and Vanguard – currently dominate U.S. ETF market share, holding more than 80% of total assets as of mid-2014, a percentage that has remained relatively unchanged since 2012. more »
Some advisors have found that covered calls outperform bonds and provide savvy selling strategies. more »
Offering just one solution, even if you're an expert on that strategy, will limit your flexibility. more »
Most of the world’s economic growth will come from outside the U.S, yet most American investors are still under-diversified in international assets. more »
"Smart beta" ETFs are attracting funds from both active managers and passive indexes. more »
BlackRock, the biggest provider of exchange-traded funds, is ramping up its fight with Vanguard Group for U.S. retail investors by doubling the number of funds in its low-fee “core” series. more »
10 Signs Your Clients May Be Slipping
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