ETF Week on

Highlights from Morningstar's special report on ETFs

Morningstar Canada 6 October, 2017 | 5:00PM
Facebook Twitter LinkedIn

How the Morningstar Analyst Rating for ETFs works
It uses the same five-pillar methodology as mutual funds, but there are important differences.

A better way to gauge active managers' performance
Comparing active funds to a composite of passive funds, rather than an index, better reflects investors' reality, says Morningstar's Ben Johnson.

Strategic-beta ETFs gain popularity
Dividend-focused funds hold the most assets, while multi-factor strategies are tops in attracting new money, Morningstar research shows.

Strategic beta ETFs see 'tremendous growth' worldwide
Investors are increasingly looking for something more than just plain-vanilla market-capitalization-weighted beta exposures, says Morningstar's Ben Johnson.

ETFs and mutual funds: There's room for both
In building portfolios, avoid index-hugging active funds and investing fads.

Facebook Twitter LinkedIn

About Author

Morningstar Canada

Morningstar Canada  

© Copyright 2022 Morningstar, Inc. All rights reserved.

Terms of Use        Privacy Policy