As of December 2025, the Morningstar US Value Index is trading at a roughly 6% to 7% discount to its fair value. That’s a stark contrast to mega-cap tech stocks, which carry rich valuations that many ...

The benefits of factor investing as stand-alone strategies are well documented. Less well-known is the positive impact factor strategies can have when they are added to institutional investors’ ...

As investors gain experience with factor investing, usage of these strategies through exchange traded funds and other financial instruments has increased. Yet, many of these factor adopters still have ...

Factor investing can make it possible to target specific market attributes, which may help mitigate risk, particularly in unsteady markets. In the upcoming webcast, Can Factor-Based Strategies Help ...

Cap-weighted benchmarks incorporate no explicit objective to capture exposure to those risk factors that have been documented in the academic literature to offer a long-term reward. Deviations from ...

Investors can consider a dynamic factor-based exchange traded fund strategy to alternate between S&P 500 investment factors in response to market changes. In the recent webcast, Take Advantage of ...

This article was originally published on ETFTrends.com. Advisors have lots of smart beta ETFs worthy of consideration. Most of them focus on a single fundamental approach or factor like dividends, low ...

In the world of factor investing, industry tilts are often an afterthought. Factor investment strategies systematically target stocks with characteristics that have historically been associated with ...

Betting on different parts of the market is tricky business. That’s one takeaway from a “Periodic Table” of calendar-year returns for Morningstar Factor Indexes.* In any given year, a different group ...

Factor investing is an alternative to indexing and active investing that has outperformed the market in the past. Are you having a hard time trying to decide between active and passive investing? Each ...