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

These five funds have a reliable track record of returns. ... Mid-Cap Growth Funds vs. the Morningstar US Market Index Source: Morningstar Direct. Data as of June 02, 2025.

The Moat Index’s June rebalance featured tech and consumer goods additions, demonstrating how market turbulence can uncover ...

“Fee pressure is particularly strong in markets where passive funds are more prevalent, such as the US, where the average ...

Asset managers are eagerly awaiting an S.E.C. decision that would allow mutual funds to also trade as E.T.F.s — potentially changing how trillions of dollars are invested.

Each month, we check in on the performance of the largest US stock, bond, and active exchange-traded funds. The Morningstar US Market Index rose 6.38% during May and is up 13.28% over the past ...

Global assets in artificial intelligence (AI) and big data funds have surged more than sevenfold over the past five years, ...

A smart beta exchange traded fund, the VanEck Morningstar SMID Moat ETF (SMOT) debuted on 10/04/2022, and offers broad ...

The rating upgrade from Morningstar DBRS and the rating affirmation from S&P Global are testaments to our collective hard ...

Looking for broad exposure to the Small Cap Blend segment of the US equity market? You should consider the iShares ...

This Vanguard S&P 500 ETF holds roughly 500 of the largest U.S. stocks and is one of the simplest ways for investors to ...