At the end of what was arguably one of the best years for the stock market in more than a decade, investors in any of the 20 ...

A good place to start your search for top index exchange-traded funds and mutual funds is with the Morningstar Medalist Rating. Funds that earn our highest rating—Gold—are those that we think ...

Sustainable investing-focused mutual funds and exchange-traded funds suffered a severe beating in 2024, producing record ...

Leuthold, which has $1.1 billion under management, entered the ETF space in 2020 with the Leuthold Core ETF (LCR), which tactically invests in stocks and bonds. LCR, which has grown to $81 million, ...

T. Rowe Price (NASDAQ-GS: TROW), a global investment management firm and leader in retirement, announced that, as of the ...

Consider the nearly 3,900 actively managed U.S. equity mutual funds and exchange-traded funds tracked by investment researcher Morningstar. In calendar 2024, just 13.2% of these investments beat the S ...

Morningstar’s head of sustainable investing research, Hortense Bioy, said the election of Trump — who has called climate change a hoax and pledged to repeal President Joe Biden’s signature clean ...

Morningstar and Lipper are two of the most prominent names in the mutual fund world. These companies evaluate funds, highlight critical data, and award a simple, easy-to-compare rating to each of ...

After a two-year drought, US bond funds saw the most new investment last year, with inflows led by big names like Pimco and Dodge & Cox ...

Thai ESG mutual funds attracted great interest from investors last year, with net assets under management (AUM) for the ...

Passive indexes routinely clobber funds actively managed by professional stock pickers. Last year was no exception.

The firm also launched active-passive models with industry peers that leverage its mutual fund lineup ... in every target-date Morningstar Category, with many of the funds in the series posting ...