Jason Kephart, a senior principal with Morningstar’s manager research team, discusses why target-date funds make ideal IRA ...

According to data from Morningstar Direct, just 18.2% of actively managed funds whose primary prospectus benchmark is the S&P 500 are outperforming the index in the first half of this year.

Morningstar has launched a new forward-looking ratings methodology tailored to the growing market of semiliquid investment vehicles, extending its Medalist Rating system to provide greater clarity ...

New fund underlines push to package up complex financial instruments in vehicles available to retail investors ...

CHICAGO, May 06, 2025--Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today introduced the Morningstar Medalist Rating™ for Semiliquid Funds, expanding ...

Hiccups in ETFs tracking MicroStrategy occurring as bull market fuels trading boom in single-stock funds By Jesse Pound,CNBC • Published December 4, 2024 • Updated on December 4, 2024 at 10:22 am ...

Trend-tracking funds are now up for the year-to-date 2024, having previously struggled earlier this year due to high levels of market volatility. Commodity-trading-advisor (CTA) funds, which track ...

Morningstar this week published its compilation of the best index exchange-traded funds and mutual funds for investors to consider buying in 2024. The firm's analysts have given them their highest ...

(Reuters) -Investors withdrew a record $8.6 billion from global sustainable funds in the first quarter, researcher Morningstar said on Thursday, attributing the outflows largely to the shift ...

Hundreds of ESG Funds Are Being Wound Down, Morningstar Says. More upheaval likely as anti-greenwashing rules rolled out; Some signs of recovery are emerging as US redemptions slow ...

CHICAGO--(BUSINESS WIRE)--Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today introduced the Morningstar Medalist Rating™ for Semiliquid Funds ...