If you are looking for a low-vol, value or momentum portfolio, use this fund screener.
Invest according to a formula that weights stock positions in a certain way. Beat the market, or maybe reduce your risk, or increase your dividend income, or maybe do all three. Sounds great, doesn’t it?
Investors have $870 billion in what Morningstar calls “strategic beta” funds, “beta” being jargon for stock-market risk. These funds, passive index funds for the most part, have positions that veer off the usual market-capitalization weights. Instead, they lean toward stocks with particular attributes or “factors,” like recent price momentum or low volatility.
If you want to join this crowd, get a cost-efficient product. This guide to smart beta zeroes in on 12 low-cost mutual funds and 69 low-cost exchange-traded funds.
The two tables below can be sorted for screening. You can sort, for example, by portfolio average market