As the trading year heads into its final weeks, so-called high-beta shares remain firmly in the lead for US equity risk factors in 2025, based on a set of ETFs through Dec. 2’s close. The year-to-date ...

Zero-beta portfolios have no systematic risk and mirror the risk-free rate. Learn how to balance this strategy with market ...

Virtus Stone Harbor Emerging Markets has delivered a stellar 73% total return over three years, driven by high-risk CCC assets and leverage. EDF thrives in risk-on markets but suffers deep drawdowns ...

A version of this article previously appeared in the August 2021 issue of Morningstar ETFInvestor. Click here to download a complimentary copy. No matter how different their portfolios may look, all ...

Alpha and beta help investors judge performance and risk. This explainer breaks down what these numbers mean, how to read them, and why they matter for mutual fund decisions making.

The most common metric used to quantify a stock’s market risk is Beta—a measure of a security’s volatility compared to the overall market (usually the S&P 500). However, the Beta you typically see ...