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 ...

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 ...

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 ...

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

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 ...