underscores the significance of understanding the correlation between market conditions and portfolio performance. Factor investing, a risk-minimizing method, evaluates investments' exposure to ...

When we launched the Morningstar® Wide Moat Focus Index℠ in October 2007, we were not anticipating the boom in smart-beta ETFs, factor investing ... The graph below illustrates how $10,000 ...

Of the 22 guru strategies we follow, PM rates highest using our Multi-Factor Investor model based on the published strategy of Pim van Vliet. This multi-factor model seeks low volatility stocks ...

Though the performance of U.S. equities in the first ... visit their dedicated website here. The Low Volatility factor fulfilled its intended objective amid a volatile quarter, returning 7.3 ...