Passive
Learn about the latest trends in passive investment strategies and their impact on investment performance.
Why RIA Advisors Are Better Fund Pickers Than BD Reps: Study
By Ginger SzalaDual registrants act more like BD advisors when selecting funds, mainly basing decisions on past performance, David Blanchett says.
March 04, 2022
Schwab Dips Toe Into Crypto ETF MarketThe firm filed a prospectus with the SEC for an ETF targeting companies benefiting from crypto and crypto-related tech.
February 18, 2022
Top Index ETFs From 4 Big Asset Managers: 2022To help you choose the best index ETFs for client portfolios, here's a look at popular funds from Vanguard, Schwab and others.
February 09, 2022
Investors Are Overexposed to Risk Assets, Pros SayNatixis IM's findings reflect a shift in the market forces that drove stocks to record highs in 2021.
January 05, 2022
Wells Fargo Strategists Warn S&P 500 Will Drop 10%The U.S. equity benchmark is trading near a record high, after delivering a blockbuster 27% rally last year.
December 03, 2021
11 Best Small-Cap Mutual Funds, ETFs: MorningstarPassive strategies have several things going for them, writes Susan Dziubinski, the firm's director of content.
November 29, 2021
5 Best and 5 Worst Performing S&P 500 Index Funds: MorningstarMorningstar's John Rekenthaler analyzed mutual funds and ETFs based on total return, fees and tracking error.
November 19, 2021
Mutual Fund, ETF Fund Flows Rebound in October: MorningstarSome $84 billion flowed into these funds and ETFs in October, up from $53 billion in September, the firm found.