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ETF Weighting Matters More Than You Think

Market-cap, equal-weighted, and fundamental-weighted ETFs can hold similar stocks but have very different profiles.

Crypto Funds Are Booming. Do Investors Understand What They’re Buying?

Digital asset ETFs can have wildly different exposure, structure, and trade-offs. Here’s what to know before diving in.

7 of the Best Funds You May Not Have Heard Of

Forget Vanguard and Fidelity: These top-rated stock funds from under-the-radar managers deserve a look.

Brian Moriarty and Jack Shannon: Putting Private Markets Funds Through Their Paces

Morningstar’s Manager Research team has cast its gaze on a newer class of funds that aims to widen investors’ access to private markets. We discuss the process the team plies in doing its due diligence on these funds, their prospective risks and rewards, and the overarching objective of the team’s research—sending clear and actionable signals to investors.

Semiliquid Funds: The Redemptions Made Headlines. These Are the Numbers That Matter Now

As the semiliquid market approaches $600 billion in assets, understanding how funds handle liquidity, fees, and risk may be more important than ever.

Watch Out for These Investing Red Flags

These are the things that worry Morningstar’s fund analysts.

7 Charts on US Fund Flows in a Volatile May

Record bond inflows, tech surges, and a reversal out of international stocks.

Your Advisor Is Not Choosing Your Holdings, and That’s OK

As model portfolio assets approach $1 trillion and ETFs overtake mutual funds, here’s what investors need to know.

The SpaceX IPO: How Index Funds Are Adapting

Mega-IPOs force index providers into tough choices.

The Best Vanguard Funds

These top-rated Vanguard ETFs and mutual funds are excellent choices to buy and hold.

Did the Funds That Owned SpaceX Pre-IPO Clean Up?

Baron Partners Fund made a bundle; returns to the other funds varied.

Vanguard Has Met Its Match on Fees

Schwab investors now pay the same as Vanguard investors for their funds.

The Best Value Funds

These value mutual funds and ETFs invest in large-cap value stocks and earn top ratings from Morningstar.

As Fidelity Adds Target-Date Fund With Guaranteed Income, Here’s What You Should Watch For

BlackRock and Vanguard are other big players offering annuities. But this category may not be a good fit for every 401(k).

Vanguard’s Rapid Growth Is Not Without Challenges. Here’s How the Fund Giant Is Responding

Plus, the new leaders joining the behemoth asset manager to support its expansion. 

Why Dodge & Cox International Stock Is a Steadfast Fund

Its fundholders should be steadfast, too.

Understanding Your Federal and State 529 Tax Benefits

A variety of tax incentives and deductions accompany many 529 plans.

How These 4 Large-Value Funds Have Fared Since Their Last Ratings Change

A turbulent market has tested our large-value favorites.

The Hidden Risks of ‘Income for Life’ in Target-Date Funds

Annuities promise higher payouts, but much of it is just your money back—and inflation can erode the rest.

Active Versus Passive ETFs: Why Lower Fees Still Win

Active ETFs are growing in popularity, but costs and diversification still make passives hard to beat.

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