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Funds insights

Morningstar tracks trillions in assets across mutual and exchange-traded funds. Monitor trends as they emerge with quick reads on fund flows, launches, and new wrappers.

Fund insights

Showing 1 to 12 out of 94
Blog
7 mins

European Fund Flows: Trends in Asset Classes, Active Management, and Thematic Investing

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.
To help attract new investors, a number of asset managers are converting mutual funds to exchange-traded funds. Learn the possible benefits and drawbacks of this trend.
Blog
3 mins

Trend Watch: Converting Mutual Funds to ETFs

To help attract new investors, a number of asset managers are converting mutual funds to exchange-traded funds. Learn the possible benefits and drawbacks of this trend.
Falling oil prices and refreshed AI sentiment helped power US stocks ahead in the second quarter.
Research
16 mins

Morningstar Markets Observer: Q3 2026

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

Comparing the Largest 150 US Fund Families

Blog
4 mins

How to Approach Peer Group Analysis at Your Firm

The US evergreen fund market is poised to reach a $1 trillion valuation by the end of the decade.
Research
8 mins

US Evergreen Fund Landscape: Trends and Analysis for Q2 2026

The US evergreen fund market is poised to reach a $1 trillion valuation by the end of the decade.
Blog
5 mins

Singapore's Equity Reforms: Active vs. Passive, Flows, and Finding Real Skill

Even minimal digital asset allocation can add substantial risk to a portfolio.
Blog
4 mins

Digital Asset Funds Are Gaining Popularity—But Advisors May Be Missing the Biggest Risks

Even minimal digital asset allocation can add substantial risk to a portfolio.
Third-party model portfolios are closing in on $1 trillion in assets under management. Are they worth it?
Research
21 mins

2026 US Model Portfolio Landscape

Third-party model portfolios are closing in on $1 trillion in assets under management. Are they worth it?
Research

Morningstar's Guide to Digital Asset Funds