Index funds collected 73% of the $137 billion US ETF net inflows in November. Active ETFs got off to a strong start early in 2025, but they have seen their lowest proportion of flows in October and ...

A smart beta exchange traded fund, the VanEck Morningstar Wide Moat ETF (MOAT) debuted on 04/24/2012, and offers broad exposure to the Style Box - Large Cap Blend category of the market. What Are ...

Your portfolio might not be as diversified as you think. The US market has been dominated by a group of mega-cap tech stocks known as the Magnificent Seven. These giants have delivered strong returns, ...

Why doing something beats doing nothing.

The results of Morningstar's latest study tracking fees and performance finds accelerating consolidation and commodification ...

Morningstar announced the upcoming launch of the Morningstar PitchBook U.S. Evergreen Fund Indexes, which it said will offer peer group benchmarks designed to measure the performance of nontraded ...

And in the case of the new Morningstar PitchBook GenAI 20 Index, which launched on Jan. 15, 2026, I’d be shocked if one or ...

The investment seeks long-term capital appreciation over a full market cycle. In seeking long-term capital appreciation over a full market cycle, the fund has significant flexibility and invests ...

The indexes, which will benchmark nontraded, semi-liquid funds, are scheduled to be released in the first quarter of 2026. Morningstar and Pitchbook plan to release a suite of evergreen private market ...

To find out how well a mutual fund or exchange-traded fund has performed over a certain period, you typically look at total return. That number bakes in a few assumptions. Namely, that you put a chunk ...

Gift Article 10 Remaining As a subscriber, you have 10 articles to gift each month. Gifting allows recipients to access the article for free. Investment research firm Morningstar is changing the way ...