U.S. ETFs reeled in $62.7 billion in last month, as bond and international-stock portfolios posted banner monthly returns.
ETFs’ different approaches to weighting stocks have their pros and cons.
Alternative-weighting methods deliver different risk/return profiles.
Trends for identifying and managing overlooked exchange-rate risk in domestic funds.
Investors poured $85.9 billion into ETFs as stocks launched a powerful rebound in October.
They’ve had a great run. But higher expected returns aren’t their main selling point.
Low costs and an emphasis on more profitable firms have given the ETF an edge over its peers.
Can you still count on your core bond allocation to be a ballast?
A safe haven in 2022, this ETF has seen solid inflows lately. Here’s how it works.
Maybe. Managing risk is the name of the game.
U.S. ETFs collected modest inflows as stocks and bonds sold off last month.
The latest installment of the Active/Passive Barometer highlights active managers' struggles.
A closer look at balancing dividend durability and yield.
What to know about managing those risks.
Asset classes where active management might stand a better chance.
If used correctly, these ETFs can harness momentum and add value to your portfolio.
Success requires following a set of rules over a long period.
ETF investors weren't deterred by another down month for stocks and bonds.
Bail-in debt is quietly populating the global bond market and showing up in U.S. portfolios.
These are the markets where active managers reign supreme.
The answer may surprise you.
Investors keyed in on U.S. Treasury and dividend ETFs as markets rebounded in July.
A deep dive across the most popular broad-market, passive ESG options.
The once-powerful benchmark bump has dissipated over time.
There is no one-size-fits-all in sustainable investing.
Asset-weighted fund fees dropped to 0.40% in 2021.
U.S. ETFs hauled in $297.3 billion in a turbulent first half of the year.
Different value funds can take very different approaches.
These funds' popularity has surged, but are they just a passing fad?
A look at the compromises made by ESG dividend funds when their dual mandates collide.
Smart beta, strategic beta, modern alpha, factors—whatever you call it, it’s clear that the space has reached maturity.
By the time you find out about a trend, it's often too late.
ETF investors pile into bond portfolios in another roller-coaster month in the markets.
Long-term success remains rare among this group.
The rating is efficacious, stable, and interpretable.
What the Fund Screener tool can do for you.
Doing so doesn’t wittingly expose investors to excessive risks.
You've come to meet with us again.
U.S. ETFs endure their first month of outflows since 2019 as stocks and bonds both retreat.
It’s not an ideal investment strategy, but it has been tough to beat.
And no, it’s not 80/20.
Their diversification benefits have mostly been a mirage.
Keep your portfolio afloat during interest rate hikes.
U.S. stocks found their footing, bonds backpedaled, and commodities ETFs continued to cruise in March.
There’s more to consider.
Investors should think twice before chasing the next hot theme.
The world's second-largest economy has a bigger influence than ever in many investors' portfolios.
After the Fed's interest rate hike, owning quality companies that regularly return cash to shareholders remains a solid strategy.
With hazards that are bigger and more numerous, these markets highlight the importance of diversification.
Index providers and asset managers are writing off Russia.