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100% Downside Protection ETFs: What’s the Catch?

How these ETFs work, when they work best, and where they fall short.

8 of the Biggest Fund Upgrades of 2024

These funds are on the rise.

Five Bond Funds That Look Outside the Box for Yield

Medalist funds from American Funds, Guggenheim, and Invesco offer higher yields than competitors.

Are Two Cryptos Better Than One for a 60/40 Portfolio?

Spot ether ETFs are here. Should you pair them with bitcoin ETFs?

4 New Funds on Our Radar

Our analysts added these promising strategies to the Morningstar Prospects list.

5 Charts on Where Investors Put Their Money in Q2

Investors continue to favor bond, income, and tech stock funds.

The Best Small-Cap Funds

These mutual funds and ETFs focus on small-company stocks and earn Morningstar Medalist Ratings of Gold in 2024.

US Fund Flows: June Inflows Round Out a Mediocre First Half

Taxable-bond funds thrived.

Royce to Give Up Remaining Portfolio Management Duties

The investing legend will move into emeritus status, completing a nearly decadelong leadership handoff.

Is a Contrarian Approach to ETF Investing Right for You?

Standing alone invites challenges and market-beating potential.

3 Great Active ETFs for Stock Investors

Active fund investors should take a closer look at ETFs.

8 of the Best International Fund Managers

These high-conviction funds investing in large-cap international stocks all earn Morningstar’s top rating in 2024.

BOXX ETF: Cashlike Returns Without the Tax Bill

Unboxing the Alpha Architect ETF’s approach to a popular option trade.

5 Top-Performing Mid-Cap Growth Funds

Funds from MSCI and Vanguard attempt to match market returns.

Are Diversified Real Asset Funds a Good Inflation Hedge?

Evaluating if these strategies deliver better performance in inflationary conditions.

The Best Value Funds

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

How to Simplify Your Investment Portfolio

Basic stocks and bonds are still the workhorses of long-term investments.

David Herro and Rajiv Jain: Should US Investors Look Overseas?

Two esteemed international investors discuss the case for non-US stocks as well as where they’re finding opportunities today.

3 Great Yet Underappreciated Vanguard ETFs

There’s some great choices off the beaten path.

Fund Fees Are Still Declining—but at a Slower Pace

5 key fee trends from the past year.

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