When it comes to investing, two common methods of portfolio construction and index strategies are value-weighted and ...

Most investors reach for a broad, market-value-weighted bond fund to fill the bond portion of their portfolio. While no weighting approach is perfect, market-value weighting often provides the most ...

The iShares MSCI USA Value Factor ETF (VLUE) was launched on 04/16/2013, and is a smart beta exchange traded fund designed to offer broad exposure to the Style Box - Large Cap Value category of the ...

A version of this article previously appeared in the April 2022 issue of Morningstar ETFInvestor. Click here to download a complimentary copy. Investors have long looked to bonds to control risk in ...

On July 3, 1884, Charles Dow created the world’s first stock index, the Dow Jones Transportation Average Index (DJTA). It was a revolutionary idea at the time. By compiling 11 transportation stocks ...

Vanguard offers two excellent index funds for investors who want to focus on growth or value stocks, the Vanguard Growth ETF ...

Maybe you thought the stock market had moved on from what could be called the Year of the Magnificent Seven in 2023, when that group of companies dominated the performance of the S&P 500. But the ...

Warren Buffett likes to say that price is what you pay, value is what you get. But that doesn't mean blindly indexing to value stocks is a path to long-term success. After all, value stocks have ...