Passive
Learn about the latest trends in passive investment strategies and their impact on investment performance.
9 Total U.S. Stock Market Funds, Ranked From Worst to Best: Morningstar
By Michael S. FischerJohn Rekenthaler ranked the funds based on total returns, tracking error and expense ratio.
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.
November 05, 2021
Beware of Index Funds' Dominance: AuthorRobin Wigglesworth says BlackRock, Vanguard and State Street could someday control most voting shares of the world's largest firms.