Manager Question of the Month: What’s the Biggest Risk Factor? Valuations and the effect of loose monetary policy on asset prices and capital allocation are top of mind for some equity managers. Kevin McDevitt
A Quick Survey of Investment Vehicles From ETFs to CITs, investors have an array of choices. How do they stack up with mutual funds? Russel Kinnel
U.S. Fund Flow Records Fell in 2020 ETFs sizzled, open-end funds fizzled, and bond funds kept on rolling. Tony Thomas
Which U.S. Equity Funds Beat Their Benchmarks by the Widest Margin? Our screens reveal a select list of equity funds that have achieved long-term excess returns. Katherine Lynch
Morningstar's Guide to Target-Date Investing Learn how these investments work, what to look for when choosing one, and which ones earn our highest ratings. Susan Dziubinski