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How Fidelity Built Its Anthropic Bet

Fidelity was an early investor in the AI lab. These funds have the most exposure to it.

How the Largest Active ETFs Performed

Avantis US Small Cap Value ETF led active ETF returns in October, while JPMorgan Nasdaq Equity Premium Income ETF lagged.

Worst-Performing Stock ETFs

Tema Space Innovators ETF and Fundstrat Granny Shots US Small- & Mid-Cap ETF were among the worst-performing ETFs in October 2026.

Why We Upgraded Vanguard’s 60/40 Index Fund

A tested structure with attention to detail.

David Giroux’s Flagship Fund Is Reopening to Investors

Highly rated T. Rowe Price Capital Appreciation will reopen to new investors this December.

Semiconductor and Memory Stocks Weigh on ETF Returns Globally in October

US ETF inflows surpassed $187.9 billion in October, with large blend ETFs accounting for more than $29.9 billion.

Why Seeking Anthropic Exposure Via a Fund or ETF Probably Isn’t Worth It

Small position sizes and elevated valuations limit the opportunity.

What Trade-Offs Do Active ETFs Face?

This week in ETFs: Primecap’s new ETF and the active ETF paradox.

Why This iShares International Stock ETF Earns a Gold Rating

The iShares Core MSCI EAFE ETF offers a broadly diversified foreign stock strategy.

How the Largest Stock ETFs Performed

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

Top-Performing Stock ETFs

Akre Focus ETF and Monarch Volume Factor Dividend Tree ETF were among the best-performing ETFs in October 2026.

How the Largest Bond ETFs Performed

Vanguard Tax-Exempt Bond Index Fund led bond ETF returns in October while iShares 0-3 Month Treasury Bond ETF lagged.

These Funds Went From First to First

Momentum rules the day.

It’s Been a Long Time Since Bonds Looked This Good

Yields are up, and durations are down, tilting the risk/reward in investors’ favor.

Why We Upgraded Vanguard Balanced Index Fund’s Process Pillar

Plus, other Morningstar Medalist Rating highlights from October.

An Active 60/40 Fund From Fidelity Worth Considering

Sound allocation decisions and strong underlying managers give Fidelity Balanced an edge.

Why This ETF Went From AI Bear to AI Bull in 4 Months

GQG, a famous AI skeptic, spent a year warning of a bubble, then bought in, all at once.

Trick or Treat? Index Funds Beat Their Benchmarks More Often Than Active Funds Over the Past Decade

A new set of data points brings out the shades of gray in the active/passive debate.

What To Know About the Hottest Corner of the Semiliquid Market

Direct infrastructure vehicles have arrived in the private wealth channel. Here are three things investors should consider before diving in.

Why We Upgraded These 2 Fidelity Funds

Fast-growing companies power these elite funds.

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