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Insights from Morningstar on how considerations can vary across investors, advisors, institutions, and retirement plan sponsors.

To offer what we consider a highly attractive risk-adjusted return, SpaceX would need to be trading at more than a 50% discount.

Our semiannual US Active/Passive Barometer report analyzes the latest active vs. passive management fund strategies across Morningstar categories.

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