About the Editor
Ben Johnson, CFA, is director of global ETF research for Morningstar. Before assuming his current role in 2012, he was director of ETF research for Europe and Asia. He also previously served as a senior equity analyst, covering the agriculture and chemicals industries. Before joining Morningstar in 2006, he worked as a financial advisor for Morgan Stanley.

Johnson holds a bachelor’s degree in economics from the University of Wisconsin. He also holds the Chartered Financial Analyst® designation. In 2015, Fund Directions and Fund Action named Johnson among the 2015 Rising Stars of Mutual Funds.


Investment Strategy
Morningstar ETFInvestor scans the globe for value and improving fundamentals across virtually all asset classes. Editor Ben Johnson draws upon academic and practitioner research — including Morningstar's sizeable bench of stock, bond and fund analysts — to find reliable drivers of outperformance.

Morningstar ETFInvestor features five model portfolios.

The Basic Portfolio harnesses the market's collective wisdom with ultra-low-cost funds and is the baseline portfolio against which the three other portfolios will be compared.

The Defensive Portfolio aims to provide lower volatility, better downside protection, and better risk-adjusted performance than the basic portfolio over the long-term.

The Factor Portfolio is designed to earn higher returns than the basic portfolio over the long-term.

The Income Portfolio attempts to earn a higher distribution yield than the basic portfolio, without taking a lot more risk.

The ESG Portfolio targets firms with strong corporate governance and sustainable environmental and social practices, while offering competitive returns and similar risk to the basic portfolio.

 
About Editor Editor's Photo
Ben Johnson, CFA
Director, Global ETF Research and Editor
Ben Johnson, CFA, is director of global ETF research for Morningstar. Before assuming his current role in 2012, he was director of ETF research for Europe and Asia. He also previously served as a senior equity analyst, covering the agriculture and chemicals industries. Before joining Morningstar in 2006, he worked as a financial advisor for Morgan Stanley.
Featured Posts
New Issue: Emerging Markets

Hello again and Happy New Year!

The PDF version of the January issue of ETFInvestor is now available for download.

If the link above doesn’t work, you can download this month's issue by copying this address into your browser: http://etf.morningstar.com/Newsletter.aspx?download=currentIssue

The January issue is my first back in the saddle since I handed the reins over to Alex in November 2018. After more than eight years on Morningstar's manager research team, Alex has moved to a new role at Morningstar within our indexes business. I already miss working with him, but I am excited that he’s found a new opportunity to learn and to grow.

I’m proud of all the many changes we’ve made to ETFInvestor in recent years. That said, there are always going to be ways that we can serve you better. I am eager to hear from you and engage with you. Please don’t be shy. I want to hear what’s on your mind. Many of the changes we've made in recent years were guided by your feedback.

You can e-mail me any time at ben.johnson@morningstar.com.

Now on to this month’s issue…

This month, we take a close look at emerging markets. Developing economies are ripe with opportunity and rife with risk. They’re always evolving and have changed rapidly in recent years. This month’s cover story maps that evolution and its potential implications for portfolio construction

Here’s a rundown of what else you’ll find in this month’s issue:     

  • What happens when you boot emerging markets stocks from the Basic Portfolio?
  • Spotlights on WisdomTree Emerging Markets ex-State-Owned Enterprises ETF XSOE and iShares Core MSCI Emerging Markets ETF IEMG
  • A look at the hazards and tolls taken on the road to emerging markets
  • An overview of the emerging-markets bond market and the important fork in that road

Ben

 

Most Popular ETFs
ETF Name
YTD Rtn %
3 Yr Rtn %
Trading Vol.
NASDAQ 100 Trust Shares
-10.76
1.45
125,000,944
SPDRs
-3.64
2.68
87,466,496
Semiconductor HOLDRs
-6.23
-11.66
26,838,700
iShares MSCI Japan Index
-6.59
7.18
17,256,500
iShares Russell 2000 Index
-7.46
6.43
16,210,700
Energy Select Sector SPDR
15.88
15.50
14,900,000
Financial Select Sector SPDR
-8.42
2.61
11,612,800
DIAMONDS Trust, Series 1
-3.75
2.21
7,350,600
Utilities Select Sector SPDR
6.84
6.82
3,848,200
Materials Select Sector SPDR
-4.31
8.50
2,179,300
 
Customer Support
Product Support
Inquiries regarding your subscription such as address changes, missing/damaged issues, etc.
Phone: 1-800-957-6021 | Mon-Fri 8:30AM-5:00PM
Inquiries regarding technical issues such as logging in or downloading
Phone: 1-312-424-4288 | Mon-Fri 8AM-6PM
E-mail: newslettersupport@morningstar.com
Product Sales
Inquiries regarding your subscription renewal, billing or to learn about other Morningstar investment publications and resources
Phone: 1-866-608-9570 | Monday-Friday 8AM-5PM CST
E-mail: newslettersupport@morningstar.com
Contact Your Editor