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

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Morningstar Markets Observer: Q1 2025

Discover the latest global stock market analysis, bond and fund performance, and more in our Q1 2025 Markets Observer report. Get timely market data now.

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US Economic Forecast

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Q1 2025 US Housing Pulse

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Japan NISA Landscape: Year-End 2024

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