Explore

Insights

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.

All Insights

Showing 1-12 of 1380
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.
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.
What advisors asked about semiliquid funds, and Morningstar strategist’s answers.
Blog
4 mins

A Closer Look at the Risks and Rewards of Semiliquid Funds

What advisors asked about semiliquid funds, and Morningstar strategist’s answers.
Discover Morningstar’s insights on AI investing, from infrastructure spending and software disruption to valuations, risks, and long-term opportunities.
Blog
7 mins

Investment Opportunities in AI: Valuations, Infrastructure, and Growth

Discover Morningstar’s insights on AI investing, from infrastructure spending and software disruption to valuations, risks, and long-term opportunities.
Get 2026 active equity portfolio benchmarks and team turnover data across 16 US and international fund categories. Download the report now.
Research

Morningstar’s 2026 Active Equity Benchmarking Report

Get 2026 active equity portfolio benchmarks and team turnover data across 16 US and international fund categories. Download the report now.

Explore Insights by Theme

Let’s collaborate