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3 Funds That Are Not Duration-Shy

Higher coupons could soften inflation risk at these well-run bond funds.

Pre-IPO Funds Slump After SpaceX Debut

The trend underscores volatility in popular retail-oriented funds for investors chasing hot names.

Why Do Active Funds Lag Even With Winning Picks?

Plus, what everyday investors can learn from the pros’ missteps.

Has This Manager’s Star Fallen?

Despite a recent performance slump, T. Rowe Price’s David Giroux continues to be one of the best.

Active Fund Manager Success Rates Ticked Up in 2026, but Passive Funds Still Hold the Advantage

Long-term trends point to categories where active managers are more likely to outperform.

How the Largest Active ETFs Performed

JPMorgan Equity Premium Income ETF led active ETF returns in July, while Avantis Emerging Markets Equity ETF lagged.

Worst-Performing Stock ETFs

Tema Space Innovators ETF and Baron First Principles ETF were among the worst-performing ETFs in July 2026.

The Winning Formula for Fund Investors, and Why Others Left Money on the Table

US stock fund investors got the bag. Crypto fans fumbled it.

Municipal Bonds: Exempt From Taxes, Not Risks

History suggests recent muni tailwinds can quickly turn into headwinds.

ETFs Continue to Gather Assets Despite Performance Woes in July

US ETF inflows surpassed $183.6 billion in July, with technology ETFs accounting for more than $17.0 billion.

3 Funds That Focus on Wide-Moat Stocks

These funds have high levels of wide-moat exposure.

How the Largest Stock ETFs Performed

Vanguard Morningstar Value Index Fund led stock ETF returns in July, while Invesco QQQ Trust lagged.

Top-Performing Stock ETFs

Bushido Capital US SMID Cap Equity ETF and Distillate US Fundamental Stability & Value ETF were among the best-performing ETFs in July 2026.

How the Largest Bond ETFs Performed

iShares 0-3 Month Treasury Bond ETF led bond ETF returns in July while iShares Core US Aggregate Bond ETF lagged.

The Best Bond Funds in 2026

These bond ETFs and mutual funds earn Morningstar’s top rating.

Why We Upgraded Fidelity, Pimco, and J.P. Morgan

Plus, the story behind our Parent Pillar downgrade of T. Rowe Price.

Why We Downgraded Vanguard Dividend Growth

Plus, other Morningstar Medalist Rating highlights from July.

Target-Date Funds With Annuities Are Gaining Ground. Is That Good for Your Retirement Plan?

Plus, how income and guaranteed lifetime withdrawal benefits work.

3 Funds With Warning Signs

When fund fundamentals and performance get ugly.

Is Value Investing Dead?

Cheap stocks have not performed well, but the core idea is still sound.

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