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Income plays an important role in achieving financial goals. Daniel Sotiroff compares 3 types of income-seeking ETFs available to investors: bond, dividend, and covered call ETFs. spr.ly/6014SPh60

"That is my salient career memory: the perpetual belief that equity investors had missed the party. Yet, they never have." John Rekenthaler is kicking off his retirement from Morningstar with a tribute to the miracle of US equities: spr.ly/6017sDEzz

Our tribute to John Rekenthaler and what he’s meant to us. spr.ly/6016sQlbq

.Daniel Sotiroff weighs in on the ETF share class filings awaiting SEC approval and what they could mean for investors spr.ly/6019trtqz

My colleague Daniel Sotiroff adds context and details regarding the widespread fee cuts by Vanguard here: spr.ly/6015xa905

If any fee competition starts because of the Vanguard cuts, it's probably going to show up in the broad low-cost index funds/ETFs--stuff that competes on fees Here's where the gaps are

Schwab Core Bond ETF $SCCR launched Feb 5. Net ER is just 0.16%. It's the latest in actively managed core and core-plus bond ETFs. Almost all the big asset managers have one now. The fees across the newer breed are a lot lower than $BOND and $FBND sec.gov/Archives/edgar…

Here's a little context for Vanguard's recent fixed income ETF launches... Vanguard has actually been launching fewer share classes over the past 3-ish years. Launches peaked in the 2000s. A lot of them were bolt-on inst. shares and ETF shares of an open-end fund.

Morningstar's Active/Passive Barometer is live! Of the 3,200 active funds included in our analysis, 42% survived and outperformed their average passive peer in 2024. Article: spr.ly/60150KzYf Paper: spr.ly/60130KzYN

Vanguard with another(!) actively managed bond ETF (third this year): Multi-Sector Bond Income ETF Fee is 0.30% same as Vanguard Multi-Sector Income Fund (launched October 2021). Cheaper than approx 98% of share classes in multisector bond category sec.gov/Archives/edgar…

.Daniel Sotiroff asks critical questions about ETFs holding private assets and why the asset management industry is enamored with the convergence of public/private investing. Excellent food for thought to start my morning! morningstar.com/funds/how-priv…

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Vanguard officially getting into private assets beyond its partnership with HarbourVest. Teaming up with long-term partner Wellington and Blackstone wellington.com/en/wellington-…

Vanguard's newest models are a little different from its existing models: 1) Fixed income only, and 2) Dynamic. The allocations may shift over time to reflect Vanguard's outlook, which adds a layer of active management to the mix corporate.vanguard.com/content/corpor…

The Vanguard/Wellington/Blackstone interval fund filing is here. (h/t Daniel Sotiroff) Will feature a mix of public and private assets, largely via investments in a mix of Vanguard and Blackstone funds. $2,500 minimum initial investment. sec.gov/Archives/edgar…

Here's what WVB All Markets looks like compared to Cap Group+KKR collab. Gives you a taste of where fees are at right now on these public+private funds 👍👍 to both for choosing the interval fund structure

Vanguard just filed for an ETF share class of its actively managed mutual funds... sec.gov/Archives/edgar…