Daniel Sotiroff | Morningstar

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More From Daniel Sotiroff

Play Defense With This Treasury ETF

Silver-rated Schwab Short-Term U.S. Treasury ETF provides low-cost exposure to high-quality, shorter-maturity bonds.

Daniel Sotiroff Mar 22, 2019

Don't Fall for a Good Story

Some investment strategies are overhyped.

Daniel Sotiroff Mar 20, 2019

How to Watch Costs With Munis

Daniel Sotiroff Mar 7, 2019

Vanguard Cuts ETF Fees

We see the cuts as a directional improvement for investors, but they do not impact our Morningstar Analyst Ratings.

Daniel Sotiroff Feb 26, 2019

Can You Index Municipal Bonds?

Portfolio managers have stepped up their game.

Daniel Sotiroff Feb 22, 2019

A Broad and Strong Municipal Bond Fund

Outstanding tracking error and low ownership costs make this fund a compelling option.

Daniel Sotiroff Feb 20, 2019

An Outstanding Global-Stock Fund

This is one of the broadest and cheapest funds in its Morningstar Category.

Daniel Sotiroff Jan 25, 2019

The Trouble With Market-Cap Weighting

Some strategies don't benefit from a cap-weighted approach.

Daniel Sotiroff Jan 23, 2019

Big China Stakes Dim Our View of These 2 Funds

Daniel Sotiroff Jan 17, 2019

This Is One of the Broadest Foreign-Stock Funds Available

Vanguard Total International Stock ETF is an outstanding core foreign-stock fund.

Daniel Sotiroff Dec 21, 2018

Examining Diversification in the Context of Low-Volatility Funds

Diversification has advantages for low-volatility strategies.

Daniel Sotiroff Dec 19, 2018

Investors Should Stick With Foreign Stock Index Funds

Daniel Sotiroff Dec 7, 2018

Not All Low-Volatility ETFs Are Created Equal

Daniel Sotiroff Dec 6, 2018

The Role of Currency Hedging in Investor Portfolios

Daniel Sotiroff Nov 28, 2018

A Low-Risk Foreign Developed-Markets Fund

This cheap foreign-stock fund effectively cuts back on risk.

Daniel Sotiroff Nov 23, 2018

Low-Vol Strategies Are Not the Same as Value, Profitability

Low-volatility strategies have different intended outcomes compared with value and profitability.

Daniel Sotiroff Nov 21, 2018

Cheap, Diversified Exposure to Foreign Developed Markets

Developed-market indexes are less concentrated than they were 30 years ago.

Daniel Sotiroff Oct 26, 2018

The Currency Hedging Dilemma

Currency hedging comes with some trade-offs.

Daniel Sotiroff Oct 24, 2018

A Well-Diversified Foreign-Stock Fund With a Value Tilt

This solid value strategy can make some risky bets.

Daniel Sotiroff Sep 28, 2018

3 Shades of Value

Not all value strategies are created equal.

Daniel Sotiroff Sep 26, 2018

Rating Foreign Small-Cap Index Funds

An updated review of process and price led to some changes in these Morningstar Analyst Ratings.

Daniel Sotiroff Aug 31, 2018

A Growth-Oriented Foreign Dividend Fund

Vanguard International Dividend Appreciation employs strict selection criteria to focus on high-quality stocks.

Daniel Sotiroff Jul 27, 2018

Veer Away From China With These Emerging-Markets Products

Daniel Sotiroff Jul 26, 2018

Investors Have Failed to Time Currencies With Hedged ETFs

Attempting to time changes in foreign-exchange rates hurts long-term performance.

Daniel Sotiroff Jul 25, 2018

This Outstanding International Fund Looks Different From Its Peers

Gold-rated Vanguard Total International Stock Index hasn't performed like its category, thanks to its geographic composition.

Daniel Sotiroff Jul 19, 2018

This Global Stock Fund Takes Steps to Reduce Risk

This is a compelling defensive equity strategy.

Daniel Sotiroff Jun 22, 2018

Foreign Index Funds and Dunn's Law

The case for indexing foreign stocks is still valid.

Daniel Sotiroff Jun 20, 2018

Keep It Simple With Index Funds

Uncomplicated, low-cost strategies are a better fit for most investors.

Daniel Sotiroff May 18, 2018

Foreign Diversification Without the Currency Risk

This foreign developed-markets portfolio captures a majority of the available market cap while reducing volatility.

Daniel Sotiroff May 16, 2018

A Diversified Foreign Large-Blend ETF With Low Fees

Daniel Sotiroff Apr 19, 2018

Daniel Sotiroff is Associate Director manager research for Morningstar. He covers passive strategies.

Before joining Morningstar in 2017, Sotiroff was as a design engineer at Caterpillar, where he worked on front-end loaders for heavy construction and mining applications.

Sotiroff holds a bachelor's degree in mechanical engineering and a master's degree in applied mechanics, both from Northern Illinois University.

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