Using Morningstar Direct data, we examine the main trends in strategic-beta flows.
Domini Impact International Equity has met both needs.
Munis slide in November; U.S. stock funds post big gains.
For the first time since the financial crisis, Morningstar Direct editor Tom Lauricella sees a shift in investor sentiment back toward greed from fear.
We take a look at where fund investors put their money during the first three quarters of the year.
We look at the organic growth rate trends of funds and fund companies.
Author Michael Lewis links behavioral economics and decision-making psychology as a driver of the financial market structure.
A trend toward stock funds over bond funds late in the year did little to help the overall fortunes of active managers.
The ripples of investors reassessing U.S. government policy could be seen clearly among exchange-traded funds.
Underpinned by low fees, this new offering is designed to beat the Barclays index and be the centerpiece of portfolios.