Alex Bryan

More From Alex Bryan

What's Behind Your Bond Fund's Returns?

Bond funds' past performance isn't necessarily indicative of skill.

Alex Bryan Nov 25, 2015

In Search of Tax Efficiency

Most mutual fund managers do not focus on aftertax performance, but astute investors may be able to improve their aftertax returns.

Alex Bryan Nov 5, 2015

The Sector-Neutral Value ETF

This is a compelling large-value offering, but there are some drawbacks to its sector-neutral approach.

Alex Bryan Oct 16, 2015

A Closer Look at the New John Hancock ETFs

These funds effectively mimic Dimensional’s distinctive investment approach in an index format.

Alex Bryan Oct 14, 2015

Diversified Exposure to Quality Stocks

This ETF offers a low-cost way to invest in profitable companies with durable competitive advantages.

Alex Bryan Sep 4, 2015

Defensive Equity Under the Microscope

Low-volatility strategies won't always keep pace with the market, but they can still be compelling.

Alex Bryan Sep 2, 2015

Sizing Up a Distinctive Approach to Tilting Toward Smaller-Cap Stocks

This exchange-traded fund tilts toward smaller and more-defensive names in the large-cap universe.

Alex Bryan Jul 24, 2015

What Upcoming Index Changes Mean for Two Factor ETFs

BlackRock is switching benchmarks for two of its factor ETFs, but this change may help one ETF more than the other.

Alex Bryan Jul 22, 2015

ETFs 2.0: New Funds, New Strategies in a Growing Market

The ETF industry is undergoing a rapid transformation, reshaping the way investors gain access to an expanding array of exposures.

Alex Bryan Jun 25, 2015

DFA's Disciplined Approach Earns It a Top Mark

The firm puts theory into practice with a focus on investors.

Alex Bryan Jun 9, 2015

Discipline at the Core

A look at three funds that attempt to harness the underlying drivers of stock returns.

Alex Bryan Jun 3, 2015

Setting Expectations for Stock Returns

The past may not be a good guide for the future, but a forward-looking framework can help investors set realistic return expectations.

Alex Bryan Apr 17, 2015

Cheap Exposure to Small-Value Stocks

This may not be the deepest small-value fund available, but its low expense ratio makes it one of the best bargains in the category.

Alex Bryan Apr 15, 2015

Cost-Efficient Exposure to Momentum

This low-cost ETF may offer attractive returns and good diversification benefits.

Alex Bryan Feb 27, 2015

The Russell 2000 Index's Achilles' Heel

The index's popularity and concentrated turnover put it at a disadvantage to its peers.

Alex Bryan Feb 25, 2015

The Benefits and Costs of Socially Responsible Investing

Corporate social responsibility can make good business sense, but the investment options can be a little pricey.

Alex Bryan Jan 7, 2015

More About Alex Bryan

Alex Bryan, CFA, is director of product management for equity indexes at Morningstar.

Before assuming his current role in 2016, Bryan spent four years as a manager analyst covering equity strategies. Previously, he was a project manager and senior data analyst in Morningstar's data department. He joined Morningstar in 2008 as an inside sales consultant for Morningstar Office.

Bryan holds a bachelor's degree in economics and finance from Washington University in St. Louis, where he graduated magna cum laude, and a master's degree in business administration, with high honors, from the University of Chicago Booth School of Business. He also holds the Chartered Financial Analyst® designation. In 2016, Bryan was named a Rising Star at the 23rd Annual Mutual Fund Industry Awards.