Asset managers are seeking to capitalize on the popularity of exchange-traded funds. Experts say it's to the benefit of many ...

The surging popularity of passive investing has left active asset managers scrambling. That’s the headline story, but it’s not the whole one, as we’ve detailed in recent issues of Morningstar magazine ...

Exchange-traded funds (ETFs) have been siphoning assets away from mutual funds for literally decades now. You can chalk that ...

Actively managed mutual funds and exchange-traded funds continued to perform poorly in 2024 relative to their index fund peers, according to a report from Morningstar’s annual U.S. Active/Passive ...

As the discussion around semiliquid funds increases, asset managers and fund companies are scrambling to offer investors more ways to access private markets. Funds offering limited liquidity and ...

Vanguard is one of the largest asset managers in the world, offering investors and advisors a lineup of 366 mutual funds and exchange-traded funds, or ETFs. But the firm's value extends beyond ...

The Fidelity Select Gold Portfolio fund falls in Morningstar’s equity precious metals category. Funds in this category typically invest in stocks related to gold and other precious metals, which might ...

A new analysis from Morningstar raises some red flags for advisors and investors exploring interval funds as a pathway to private market exposure. While these vehicles have surged in popularity as an ...

The fund uses a balanced approach to seek both growth and income in a fashion consistent with a reasonable level of risk. The fund could serve as a core holding for investors seeking a balanced ...

have received a Morningstar Rating for funds, or “Star Rating,” of five stars. This indicates that the fund has outperformed its peers historically on an after-fee risk-adjusted basis. The objective ...

Worst performers include BlackRock and AllianceBernstein. Oct. 24, 2011 -- Morningstar is out with its latest ranking of the best and worst mutual fund families, with Dodge & Cox and T. Rowe Price ...