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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. 23 to see how Morningstar Direct helps investment teams analyze risk exposures, conduct scenario analysis, assess portfolio vulnerabilities, and take action.
Webinar
45 mins

Register Now: Navigate Risk and Volatility with Morningstar Direct

Join us on Sept. 23 to see how Morningstar Direct helps investment teams analyze risk exposures, conduct scenario analysis, assess portfolio vulnerabilities, and take action.
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
3 mins

Is a Financial Advisor’s Role About Financial Wellness?

Understand the algorithmic Medalist Rating, how it differs from analyst-assigned ratings, and the key factors behind Morningstar’s fund pillar scores.
Blog
5 mins

Fantastic Medalist Rating Data Points and Where to Find Them

Understand the algorithmic Medalist Rating, how it differs from analyst-assigned ratings, and the key factors behind Morningstar’s fund pillar scores.
Learn about the metrics that Morningstar uses to evaluates fund managers for the People Pillar of the Morningstar Medalist Rating.
Blog
5 mins

New Tools for Investment Team Evaluation

Learn about the metrics that Morningstar uses to evaluates fund managers for the People Pillar of the Morningstar Medalist Rating.
Learn how Morningstar’s Parent Pillar data points evaluate asset managers, including brand retention, firm-level investment quality, and stability.
Blog
5 mins

Four New Ways to Screen for Top Fund Families

Learn how Morningstar’s Parent Pillar data points evaluate asset managers, including brand retention, firm-level investment quality, and stability.
How did investors react to market volatility? With in-depth fund flows data, asset managers can spot emerging trends and opportunities. Download the report.
Research
20 mins

US Monthly Fund Flows Data for July 2026

How did investors react to market volatility? With in-depth fund flows data, asset managers can spot emerging trends and opportunities. Download the report.

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