Target-date funds grew so popular because of their convenience and ability to put retirement investing on “auto-pilot.” The problem is, if an investor’s needs change, their retirement ...

Morningstar's algorithmically assigned Passive ... while penalizing funds whose benchmark index could be hard to track. The fund's Process Pillar is rated as Average, given it is fairly ...

“Only 42% of sustainable funds (were) in the top half of their respective Morningstar categories.” Only 10 sustainable funds were launched last year, well below 2023 when 66 were launched and ...