Morningstar financial research library

US Active/Passive Barometer Report: Year-End 2024

Our latest edition of the US Active/Passive Barometer report analyzes nearly 9,279 mutual funds and exchange-traded funds across categories and asset allocation, including success rates, annualized excess returns, and more.

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Navigating the Global Thematic Fund Landscape

Global thematic funds—ranging from artificial intelligence to Generation Z—have surged in recent years. Here’s how the funds performed across regions.

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Global Sustainable Fund Flows: Q1 2025 in Review

Use sustainable fund flows data to measure the global market appetite for sustainable investing. Our analysts break down trends by asset class and region.

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Morningstar Markets Observer: Q2 2025

Discover the latest global stock market analysis, bond and fund performance, and more in our Q2 2025 Markets Observer report. Get timely market data now.

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Investing in Artificial Intelligence Funds Report 2025: US Version

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2025 Financial Services Observer

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Asian Bond Funds Chase Similar Themes

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