Morningstar’s analysis demonstrates the disproportionate economic recovery from the coronavirus pandemic.
Some funds’ fortunes shift as value revives and momentum fades.
Investors often equate momentum markets with growth and tech stocks--and this year's rally met those qualifications. But that's not always the case.
In 2000, women represented 8.7% of executive officer roles for companies in the Morningstar US Market Index. This figure rose to 12.8% in 2010 and 15.8% in 2018.
Style, size, and momentum were the primary factors behind these funds' returns for the past three calendar years.
We're watching for earnings from Hewlett Packard Enterprise, Tiffany, Williams-Sonoma, Dell, and Workday.
We're watching for Disney, Uber, and others this week.
We're watching interest rates, energy companies, and the start of earnings season.
Retail sales data, the producer price index, and industrial production reports are due in the coming week.
Revenue by region highlights hidden U.S. and emerging-markets exposures in foreign stock funds.
Funds to ponder on Earth Day or any day.
Despite low fees and a strong track record, this top fund firm is suffering outflows like most other active fund managers.
We examine the revenue exposure by region of five of the most popular U.S. index-tracking ETFs.