Morningstar

Factor-based approaches to index investing have won heaps of investment. Can it last?

These eye-popping returns didn’t come cheap. Expense ratios averaged more than 1% and went as high as 158 basis points.

Many dividend-focused funds use methodologies that exclude real estate investment trusts.

Ignoring lessons from past income-boosting strategies can lead to disastrous results.

Retirement location "matters just as much to your tax bill as what you have,” an expert says.

The proposal aims to simplify tax subsidies by increasing qualified withdrawals from 529s in exchange for scrapping the Coverdell account.

Emerging markets, value and small-cap funds dominate the list, but other factors need to be considered, as well.

Research into the point system for ranking funds questions whether the metric is valid in gauging future performance.

While contribution limits are expected to remain untouched, the country is still facing a retirement crisis, one expert says.

Instead, Morningstar should offer a curated menu of fund data and let investors decide which funds are best.

The funds gained an average of 13.3% a year over the past decade, which began before the financial crisis.

The number of health savings accounts has increased 16% over the past year, and assets now exceed $40 billion.

If you are going to charge a fee above a few basis points, you have to demonstrate your ability to deliver a unique market exposure.

Various measures of what constitutes cash can produce different analyses. This list uses net cash positions at the largest funds.

With strong returns and affinity among younger clients, one advisor has gone as far as to mandate the strategy.

The first step is to account for any obligations or costs, an expert says.

The right debt strategy can help clients make better decisions with capital allocations.

Frequent buying and selling increases expenses and taxes — are these solid three-year returns worth it?

Asset managers are still guessing how clean shares will fare under the new regulation.

The holdings in each of the three new offerings are rated A to BBB.