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Showing 1 to 12 out of 460
The 529 College-Savings Plan Landscape report shows that 529 plans across the US are cheaper, better, and more versatile than ever.
Research
26 mins

Morningstar's Annual 529 Plan Updates

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

Global Sustainable Fund Flows: Q1 2026 in Review

What the latest average mutual fund expense ratios and US mutual fund fee trends mean for your investment strategy.
Research
22 mins

Morningstar’s 2026 Annual US Fund Fee Study

Guaranteed income in DC plans is growing fast. Download Morningstar's report on evaluating target-date funds with built-in annuities for 401(k) and 403(b) plans.
Research

Why Are Target-Date Funds With Annuities Gaining Ground in the US Retirement Market?

How did investors react to market volatility? With in-depth fund flows data, asset managers can spot emerging trends and opportunities. Download the report.
Research
20 mins

US Monthly Fund Flows Data for April 2026

A look at which AI plays are durable winners, and where consumer pessimism has gone too far.
Research
12 mins

Is China's AI Boom a Consumer Bust?

US Economic Forecast: May 2026
Research

US Economic Forecast

Research

AI in Software Industry

Understand how growth trends, key factors, and the shift toward cloud-native solutions are shaping the future of the cybersecurity industry in this report.
Research

Cybersecurity Landscape Report 2026

Explore how Morningstar examines AI in 2026. Discover valuations, stocks, and funds along with how to separate real AI exposure from hype.
Research
31 mins

Opportunities in Artificial Intelligence

Four actionable tips to build client confidence, featuring insights from our latest survey.
Research
12 mins

Morningstar Investor Perspectives: How Can Advisers Turn Complexity into Clarity?

This research examines how federal auto‑enrollment could expand retirement access and increase long‑term retirement wealth.
Research

Access, Auto‑Enrollment, and Accumulation: A Simulation of Universal Retirement Plan Coverage

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