Uploaded October 2024 | Updated September 2026, 2 weeks ago
Investors need to get past marketing and sales pitches to know what they're getting when they invest. Morningstar is a great place to get that depth.
Paul and Chris describe how they each use the free Morningstar tools to evaluate mutual fund and ETF characteristics, such as:
* Expense ratios
* Liquidity and bid/ask spreads
* Geographic focus
* Value and size tilts
* Financial characteristics
* Factor exposures
* Number of holdings
* Tax efficiency and
* Charted historical performance with side-by-side comparisons
Chris also briefly describes how he uses the premium X-Ray feature to compare portfolios with different fund families, including the Best-in-Class ETFs, which he plans to update early next year.
For those interested in a more quantitative approach, please take a look at the Bootcamp video Chris created for the Best-in-Class ETF selection process, where he describes how he uses Portfolio Visualizer to quantify fund factor exposures and factor statistics to estimate expected returns. Here's a link to that video at the time where the Portfolio Visualizer discussion begins: youtu.be/UaEC-JZYYJA?t=852
Investors need to get past marketing and sales pitches to know what they're getting when they invest. Morningstar is a great place to get that depth.
Paul and Chris describe how they each use the free Morningstar tools to evaluate mutual fund and ETF characteristics, such as:
* Expense ratios
* Liquidity and bid/ask spreads
* Geographic focus
* Value and size tilts
* Financial characteristics
* Factor exposures
* Number of holdings
* Tax efficiency and
* Charted historical performance with side-by-side comparisons
Chris also briefly describes how he uses the premium X-Ray feature to compare portfolios with different fund families, including the Best-in-Class ETFs, which he plans to update early next year.
For those interested in a more quantitative approach, please take a look at the Bootcamp video Chris created for the Best-in-Class ETF selection process, where he describes how he uses Portfolio Visualizer to quantify fund factor exposures and factor statistics to estimate expected returns. Here's a link to that video at the time where the Portfolio Visualizer discussion begins: youtu.be/UaEC-JZYYJA?t=852
