• Morningstar How-To with Paul and Chris

  • Oct 16 2024
  • Length: 51 mins
  • Podcast

Morningstar How-To with Paul and Chris

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  • Summary

  • 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: ⁠https://youtu.be/UaEC-JZYYJA?t=852⁠


    Here is the video link for this podcast.

    https://www.youtube.com/watch?v=rDN3LyEFk3E
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