By Mark Hulbert, MarketWatch CHAPEL HILL, N.C. (MarketWatch) -- Do you do more than just talk the talk about being a contrarian investor, but actually walk the walk? Here's a way to find out: Would you invest in the stock markets of Greece, Argentina or Russia?
By Jonathan Burton, MarketWatch SAN FRANCISCO (MarketWatch) -- The U.S. stock market has become more challenging. Investment pros are rethinking base-case assumptions about what stocks can realistically return -- and so should you.
Most popular ETFs are based on the number of real-time purchases made by ShareBuilder customers last month.
ETF research presented by Capital One ShareBuilder, Inc. incorporates other types of exchange-traded products such as exchange-traded notes (ETNs).
ETF Investors:You should carefully consider an exchange-traded fund's investment objectives, risks, charges and expenses before investing. For a prospectus containing this and other important information, please visit the fund's detailed quote page, or contact a ShareBuilder Customer Service Associate. Please read the prospectus carefully before investing. Learn more about the differences between mutual funds and ETFs.
ETFs must be bought and sold through a broker-dealer such as Capital One ShareBuilder, Inc., which will involve commission expenses. ETFs are not directly redeemable and are subject to market volatility. When buying or selling an ETF, an investor will receive the prevailing market price. Diversification does not guarantee a profit or protect against market losses. Dividends are not guaranteed, and not all ETFs include a dividend investment objective or strategy.
For each fund with at least a three-year history, Morningstar calculates a Morningstar Rating™ based on how a fund ranks on a Morningstar Risk-Adjusted Return measure against other funds in the same category. This measure takes into account variations in a fund's monthly performance after adjusting for sales loads (except for load-waived A shares) redemption fees, and the risk-free rate, placing more emphasis on downward variations and rewarding consistent performance. The top 10% of funds in each category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars and the bottom 10% receive 1 star. The Overall Morningstar Rating for a fund is derived from a weighted average of the ratings for the three-, five- and ten-year (if applicable) time periods. Load-waived A share star ratings do not include any front-end sales load and are intended for those investors who have access to such purchase terms (e.g., plan participants of a defined contribution plan). Not all A share mutual funds for which Morningstar calculates a load-waived A share star rating may actually waive their front-end sales load. Therefore, Morningstar strongly encourages investors to contact their investment professional to determine whether they are eligible to purchase the A share without paying the front load. Past performance is no guarantee of future results. The Morningstar Rating may differ among share classes of a mutual fund as a result of different sales loads and/or expense structure.
The Morningstar Style Box™ reveals a fund's investment strategy.
For equity funds the vertical axis shows the market capitalization of the long stocks owned and the horizontal axis shows investment style (value, blend, or growth).
For fixed-income funds, the vertical axis shows the credit quality of the long bonds owned and the horizontal axis shows interest rate sensitivity as measured by a bond's effective duration.
Where does this research content come from? It's produced by independent research and ratings providers, not affiliated with us, Capital One ShareBuilder, Inc. For more, see our Research Content Disclosure. Delayed quotes: NYSE, NASDAQ and Amex - at least 15 minutes delay. BATS: BATS Exchange real-time quotes may be delayed up to 10 minutes compared to a composite real-time quote. BATS quotes include market information from outside sources that's delayed at least 15 minutes.
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