Morningstar Advisor - December 2013/January 2014 - (Page 3)

December/January 2014 Features Morningstar Conversation Spotlight: Emerging Markets The Hunt For Growth Moves Beyond Usual Borders New funds and strategies allow investors to rethink emerging-markets exposures. Diversification makes sense. But risks still apply. 36 52 Exploring Indexing's Next Frontiers Two veterans and a relative newcomer discuss the methodologies and practices that have made their indexes successful. Undiscovered Manager 58 Frequent Fliers Offerings from Oberweis, Rainier, and Seafarer are proving even small funds can be competitive when it comes to picking stocks across the globe. Knowing Where to Look After several years of mixed returns, investors are rethinking how they get exposure to emerging markets. 40 Economic Vulnerability Varies by Country If inflows of capital suddenly tighten, certain emerging markets are more at risk than others. 46 Factor Investing in Emerging Markets Emerging markets ETFs that employ factor investing methodolgies avoid some of the drawbacks of cap-weighted approaches. Here are our top picks. 48 Following the Rules A look at how the rules-based methodology behind this popular ETF has led to changes that might surprise its shareholders. 3

Table of Contents for the Digital Edition of Morningstar Advisor - December 2013/January 2014

Morningstar Advisor - December 2013/January 2014
Contents
Contributors
Letter From the Editor
What’s Your Purpose?
Working for Gen Y
How to Allocate College Savings
Mobius Looks to a New Frontier
Investments á la Carte
Investment Briefs
How to Manage Bonds for Today and Tomorrow
Cloud Is the New Engine of Growth
Knowing Where to Look
Economic Vulnerability Varies by Country
Factor Investing in Emerging Markets
Following the Rules
Exploring Indexing’s Next Frontiers
Frequent Fliers
Family Blind Spots
Optimal Portfolios for the Long Run
Finding Value in a Pricey Sector
Our Favorite Mutual Funds
50 Most-Popular Equity ETFs
Undervalued Stocks With Wide Moats
The Emerging-Markets Roller Coaster

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