“Close” may be good enough for horseshoes and hand grenades, but it just doesn’t cut it for exchange-traded product (ETP) returns. Investors and their advisors are often surprised by the disparate results obtained from their...
Should you pay attention to Morningstar’s star ratings? No, say a growing number of advisors. The stars are based on risk-adjusted past performance, and the past doesn’t necessarily predict the future, the advisors say. Instead of...
New ETF analysis tools introduced last month from Morningstar and IndexUniverse may attract more assets to ETFs and expand the pool of ETFs that financial advisors use in client portfolios, say ETF consultants.
Claims that fundamental indexes would outperform have so far been true. But is there enough data to build client portfolios around fundamental indexes?
While the big guns have been battling it out in the war for assets by lowering fees, some lesser-known players are stealing market share from under their noses.
During an investor webinar Tuesday, Morningstar’s ETF team shared some of their best ideas for investing in ETFs in 2011 and provided a look inside their own portfolio. Overall, they recommended investors tilt their portfolios toward...
Gold rocked in 2010. But what is the best, least volatile way to play the barbarous relic? Gold mining stocks or gold bullion via the SPDR Gold Shares (GLD)?
