It’s easier to make a case for using fairly priced, proven active bond funds than it is for stock funds. That’s the upshot of recent research by Morningstar’s Eric Jacobson and Maciej Kowara. In “The ...

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 ...

When investors have too much exposure to a single asset—or even just a handful—broad-based market declines can cause them to ...

The iShares Morningstar Small-Cap Growth ETF (ISCG) was launched on June 28, 2004, and is a passively managed exchange traded fund designed to offer broad exposure to the Small Cap Growth segment of ...

In the competition between active management and passive index funds, chalk another one up for passive. Just 31% of U.S. stock-pickers beat their comparable passive funds for the 12-month period ...

Despite domestic and global tumult, the third quarter was fabulous for investors. But are the good times over?

A Morningstar study reveals that passively managed index funds generally outperform actively managed funds. Lower operating costs are a key factor in the superior performance of index funds. This ...

Launched on June 28, 2004, the iShares Morningstar Mid-Cap ETF (IMCB) is a passively managed exchange traded fund designed to provide a broad exposure to the Mid Cap Blend segment of the US equity ...

CHICAGO--(BUSINESS WIRE)--Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today announced it has entered into an agreement to acquire the Center for Research ...

Active managers’ long-term struggles have been most acute in the large-cap category where only 8% of funds beat their average passive rival over the decade, Morningstar finds. In the competition ...