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Your Nontraded REIT Pays You Regularly, but Is Your Money Trapped?

Nontraded REITs can look deceptively straightforward. Here are 4 things investors need to know.

How the Largest Active ETFs in the US Performed

JPMorgan Nasdaq Equity Premium Income ETF led active ETF returns in September while Avantis US Small Cap Value ETF lagged.

US ETFs Break Annual Inflows Record With 3 Months To Go

US ETFs took in over $140.4 billion in September, pushing year-to-date inflows to $1.49 trillion and surpassing 2025’s full-year total of $1.46 trillion.

Worst-Performing Stock ETFs

Tema Space Innovators ETF and Invesco S&P Spin-Off ETF were among the worst-performing ETFs in Q3 2026.

Why We Downgraded Calvert Equity Fund

Plus, other Morningstar Medalist Rating highlights from September.

How the Largest Stock ETFs in the US Performed

Invesco QQQ Trust led stock ETF returns in September, while Vanguard Morningstar Mid Cap Index Fund lagged.

Top-Performing Stock ETFs

Simplify US Equity PLUS Managed Futures Strategy ETF and ALPS O'Shares Global Internet Giants ETF Shares were among the best-performing ETFs in Q3 2026.

How the Largest Bond ETFs in the US Performed

State Street SPDR Bloomberg 1-3 Month T-Bill ETF led bond ETF returns in September, while Vanguard Intermediate-Term Corporate Bond Index Fund lagged.

The SEC Is Proposing Big Changes To Funds. Who Benefits?

The regulator proposes to loosen some of the rules around performance-based fees and interval-fund liquidity.

The Shifting Trends That Drove Stock Funds in Q3 2026

Several 2026 trends flipped in the third quarter: Software rebounded, small caps slumped, and technology alone didn’t drive results.

The Best Equity ETFs

These exchange-traded funds that invest in stocks earn Morningstar’s top rating.

14 Elite Funds and ETFs, and 5 Popular Funds That Just Missed the Mark

Russ Kinnel shares investment ideas from his annual Thrilling Funds list and discusses how he screens for quality investments in a sea of options.

This Overlooked Asset Class Is Getting an AI Boost

Recent gains have sparked renewed interest in convertibles. Here’s what to know about their unique risk/reward profile before investing.

The Top Funds for a Simpler Retirement Portfolio

For retirement savers and retirees, Christine Benz highlights all-in-one funds and core funds that can serve as building blocks for a streamlined portfolio.

The Best Small-Cap ETFs

How to find opportunities in a shifting landscape.

When Diversification Doesn’t Tame the Ride

Low concentration doesn’t necessarily mean lower risk.

ARK Venture Adds an Exit Door. Will Anyone Be on the Other Side?

A new tokenized share class allows shareholders to sell outside the fund’s quarterly windows, but the fund’s fees and private-company valuations stay the same.

Which Fund Families Give Their Stock-Pickers the Longest Leash?

And what it means for the risk when a manager heads for the door.

How to Choose the Right Gold ETF

What’s the best gold ETF? This framework can help you choose the right gold ETF for your portfolio.

These 2 Muni Funds Invest Where Most Separate Accounts Don’t

Active managers with the flexibility to own AMT bonds can tap into a part of the market that most SMAs leave on the table.

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