Morningstar financial research library

US Active/Passive Barometer Report: Year-End 2024

Our latest edition of the US Active/Passive Barometer report analyzes nearly 9,279 mutual funds and exchange-traded funds across categories and asset allocation, including success rates, annualized excess returns, and more.

Research

Navigating the Global Thematic Fund Landscape

Global thematic funds—ranging from artificial intelligence to Generation Z—have surged in recent years. Here’s how the funds performed across regions.

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Global Sustainable Fund Flows: Q1 2025 in Review

Use sustainable fund flows data to measure the global market appetite for sustainable investing. Our analysts break down trends by asset class and region.

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Morningstar Markets Observer: Q2 2025

Discover the latest global stock market analysis, bond and fund performance, and more in our Q2 2025 Markets Observer report. Get timely market data now.

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US Economic Forecast

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Diversification Landscape: Building Diversified Portfolios

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2024 Moat Review

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