Momentum gettyIf you are looking for a low-vol, value or momentum portfolio, use this fund screener. These funds, passive index funds for the most part, have positions that veer off the usual market-capitalization weights. This guide to smart beta zeroes in on 12 low-cost mutual funds and 69 low-cost exchange-traded funds. Note: High-income stock funds are covered in a separate report: Guide to Dividend Funds For Retirees: 36 Best Buys. Its multi-factor fund (VFMF in the table) aims to buy only the best of the best stocks, as measured by quality, value, momentum and low volatility.

Source: Forbes October 04, 2020 19:07 UTC