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Join Morningstar analysts on Aug. 19 to unpack how they rate 529 plans, including their assessment of investment options, plan oversight, and fees.
Webinar
60 min

Register Now: Inside Morningstar’s 529 Ratings Methodology

Join Morningstar analysts on Aug. 19 to unpack how they rate 529 plans, including their assessment of investment options, plan oversight, and fees.

Research
16 min

Morningstar Markets Observer: Q3 2026

Falling oil prices and refreshed AI sentiment helped power US stocks ahead in the second quarter.

Blog
5 min

Introducing Morningstar’s Semiliquid Fund Cost Estimates

Morningstar’s new cost estimates help investors navigate semiliquid fund fees with greater clarity and consistency.

Research
20 min

US Active/Passive Barometer Report: Mid-Year 2026

Actively managed mutual funds and exchange-traded funds made up some ground from July 2025 through June 2026 but still lagged their average passive peer.

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Join us on Sept. 9 to discuss the history of faith-based investing, what's typically included and excluded from portfolios, and the biases that exist across sectors and industries.
Webinar
60 mins

Register Now: The Growing Market of Faith-Based Investing

Join us on Sept. 9 to discuss the history of faith-based investing, what's typically included and excluded from portfolios, and the biases that exist across sectors and industries.
Webinar
30 mins

Beyond File Sharing: Turn Shared Work into Client-Ready Plans

Webinar
30 mins

Gagnez la confiance de vos clients grâce à Direct Advisory Suite (FR)

Webinar
30 mins

Shared Files, Clear Permissions in Direct Advisory Suite

Webinar
30 mins

Vos 30 premières minutes avec Direct Advisory Suite (FR)

Join Morningstar analysts on Aug. 19 to unpack how they rate 529 plans, including their assessment of investment options, plan oversight, and fees.
Webinar
60 mins

Register Now: Inside Morningstar’s 529 Ratings Methodology

Join Morningstar analysts on Aug. 19 to unpack how they rate 529 plans, including their assessment of investment options, plan oversight, and fees.
Blog
8 mins

US Auto Market Trends 2026: Volume, Affordability, and Opportunity

Discover how Morningstar Ownership Breadth helps investors assess bond liquidity risk by showing how widely a portfolio’s bonds are held across the market.
Blog
11 mins

Who Else Owns My Bonds?

Discover how Morningstar Ownership Breadth helps investors assess bond liquidity risk by showing how widely a portfolio’s bonds are held across the market.
Explore our monthly breakdown of fund flows to understand the short- and long-term trends affecting funds across equity, fixed-income, and alternative asset classes.
Blog
4 mins

US Fund Flows Showed No Signs of Slowing Down in June

Explore our monthly breakdown of fund flows to understand the short- and long-term trends affecting funds across equity, fixed-income, and alternative asset classes.
Actively managed mutual funds and exchange-traded funds made up some ground from July 2025 through June 2026 but still lagged their average passive peer.
Research
20 mins

US Active/Passive Barometer Report: Mid-Year 2026

Actively managed mutual funds and exchange-traded funds made up some ground from July 2025 through June 2026 but still lagged their average passive peer.
What's behind the annual 1.2-percentage-point gap between investor returns and total returns.
Research
32 mins

Mind the Gap US 2026

What's behind the annual 1.2-percentage-point gap between investor returns and total returns.
From Asian tech equity funds to multi-asset income strategies, our latest perspectives on APAC investment opportunities for the quarter.
Blog
5 mins

6 APAC Investment Opportunities to Watch from Q2 2026

From Asian tech equity funds to multi-asset income strategies, our latest perspectives on APAC investment opportunities for the quarter.

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