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

New indexes deliver a full-service solution—integrating ratings, research, and private market data—to bring transparency and structure to a complex and fast-growing segment of the private markets.

For retirees who are using income distributions from their investments to help cover living expenses, the small fees levied ...

Target-date strategies continue to be the go-to retirement savings vehicle for US workers, with over $4 trillion in assets invested in these investments at the end of 2024. That’s larger than all but ...

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 ...

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 ...

Where have Canadian investors put their money this year?

Morningstar Inc. (NASDAQ:MORN) is a global financial services firm headquartered in Chicago, Illinois. Founded in 1984 by Joe Mansueto, the company provides independent investment research, data, and ...

Morningstar Morningstar provides data on more than 500,000 investment offerings, including stocks, mutual funds, and similar ...

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 ...

If you were handed a list of "the best mutual funds for 2010," you'd have a hard time believing that any of them would turn out poorly if you picked them. And yet, if you picked them — the 10 funds ...