Learn the latest in this approach to investing.
Our key takeaways from the new Active/Passive Barometer.
Is it the end of a long, dark, cold winter?
The coronavirus sell-off and subsequent rebound proved tough to navigate, especially for actively managed U.S. stock funds.
If you can get aboard, should you?
Investors dialed up their allocations to U.S. stock ETFs, and ARK continued to ascend the ETF ranks.
A look at the active ETF landscape along with some pros and cons.
Why doing a whole lot of nothing might be the ultimate contrarian approach.
The growth and adoption of exchange-traded funds has only accelerated as a result of the latest market crisis.
These picks from Vanguard and Schwab make the most of this tax-friendly wrapper.
While meme stocks were making headlines, new money continued to pour into broadly diversified, low-cost index ETFs.
What does it mean for you?
What does the dynamic nature of these markets mean for portfolio construction?
Here are two we like right now.
It is always a good time to brush up on best practices.
Record flows, launches, and closures were among the major milestones.
Dividend durability, dividend growth, and a low fee are trademarks of solid dividend exchange-traded funds.
We’ve reached a tipping point in the balance between mutual funds and ETFs.
There were a record number of new ETFs launched in 2020. These are our selections for the year's best and worst.
While it stands as the largest addition in the index's history, this likely won't impact everyday investors all that much.
Most avoided capital gains distributions this year.
In general, we are seeing more of the same.
Investors poured an estimated $81.8 billion into equity ETFs in November.
This has been a seminal year for fixed-income ETFs.
Here's some advice for those tempted to tinker with their portfolios during times of market turbulence.
Benchmark construction is not as mechanical as you might think.
Why does it happen, and what steps can you take?
The Morningstar Factor Profile complements the Morningstar Style Box, incorporating additional factors that further explain funds’ exposures to well-documented sources of long-term returns.
Vanguard is well ahead of the pack, and bond ETF flows are on their way to a record year.
Navigating the nuanced differences between these funds can be challenging.
Investors have piled into fixed-income ETFs in 2020.
Or were index funds the place to be?
Investors should focus on the long-term signals, pick their spots, and keep a close eye on costs, based on analysis from Morningstar's midyear Active/Passive Barometer.
Gold ETFs stood atop the podium in July.
Assessing the benefits and drawbacks of this novel fund type.
The informed investor can use strategic-beta funds to their advantage.
Lackluster recent performance may accelerate the category’s maturation.
Bond ETFs are on track for record inflows in 2020.
ETFs have huge benefits for investors, they just might not be the ones you think.
Here's a recap of performance, flows, and fund launches during the tumultuous first six months of 2020.
Ben Johnson shares highlights from his new fund fee report.
Asset-weighted fees dropped to 0.45% in 2019, according to Morningstar’s latest fund fee study.
ESG doesn't have to be a divisive topic.
A look at recent market performance, asset flows, and valuations through an ETF lens.
I agree with the spirit of the ETP industry coalition's proposal, but not the specifics.
Global markets picked themselves up off the mat last month.
A look at how low-volatility ETFs weathered the recent storm.
Ben Johnson explains what happened with value and growth and discounts and premiums.
A look at how markets performed, how investors responded, and what opportunities emerged.
There are three key factors at play.