Explore the 4-Factor Dividend Growth Portfolio, a rules-based SCHD alternative using FCF, ROIC, yield & dividend growth.

Thus far only the top 20 stocks selected for the month of June are performing better than SPY. This strategy has been more volatile and I believe it will outperform during months where market returns ...

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 ...

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 ...

Are you having a hard time trying to decide between active and passive investing? Each approach has its merits, but neither is perfect. If you want to outpace the market without taking on the risks of ...

Factor investing involves buying stocks with certain characteristics, including value, momentum, size, low volatility and quality in an attempt to find winning stocks. Factor investing is an ...

I feel remiss that I missed an anniversary celebration. Back in February, The Vanguard Group passed the one-year milestone marking the launch of its actively managed flight of factor ETFs. Perhaps you ...