David Carey

More From David Carey

Why These 5 Promising Active ETFs Hit Our Radar

These five relatively new actively managed ETFs caught our eye for their sound approaches and strong teams.

David Carey Jan 27, 2026

Are Active ETFs Saving Fund Families or Cannibalizing Them?

It’s not yet clear if the actively managed ETFs that mutual fund families are launching will stem or exacerbate active equity outflows.

David Carey Nov 5, 2025

Watch Out for Zero-Revenue Companies Lurking in Your Portfolio

These strategies hold companies with some financial uncertainty.

David Carey Sep 23, 2025

4 New Funds on Our Radar

Additions to Morningstar Prospects List from PGIM, Parnassus, Hood River, and John Hancock.

David Carey Jul 31, 2025

Stock Funds End Roller Coaster Quarter on a High Note

Stock funds shake off fears of a trade war en route to a strong Q2 2025.

David Carey Jul 2, 2025

International-Equity Funds Turn the Tables in Q1 2025

US growth funds lagged in 2025’s first quarter.

David Carey Apr 1, 2025

Is This the Long-Awaited Comeback for International-Stock Funds?

Funds with more non-US exposure benefited from a change in investor sentiment.

David Carey Mar 19, 2025

Why 2024 Was a Strong Year for Equity Funds

A choppy fourth quarter didn’t derail another historically strong year for actively managed stock funds.

David Carey Jan 2, 2025

Small-Cap Managers' Big Dilemma With Super Micro Computer

This stock caused a conundrum for many small-cap managers.

David Carey Dec 9, 2024

A Not-So-Magnificent Third Quarter for Large-Growth Funds

Small- and mid-cap-value funds led the way during the quarter.

David Carey Oct 2, 2024

Funds That Play Defense

These funds might not be as exciting as large-growth funds, but they can provide ballast when markets take a turn.

David Carey Jul 3, 2024

Large-Growth Funds Dominate ... Again

Funds benefited from owning tech stocks like Nvidia in Q2 2024.

David Carey Jul 1, 2024

These Growth Funds Continued to Shine in Q1 2024

Funds with more exposure to AI stocks tended to fare better than peers.

David Carey Apr 1, 2024

Too Risky to Own, Too Big to Ignore

Emerging-markets funds that cut off exposure to China help solve some problems but create others.

David Carey Feb 15, 2024

5 Funds That Increased Their Energy Stakes in 2023

These managers haven’t given up hope in the energy sector despite a mediocre 2023.

David Carey Dec 21, 2023

Morningstar’s Best Books to Give and Get for 2023

Books that Morningstar Researchers are buying for themselves and others this year.

Janet Yang Rohr, CFA Dec 8, 2023

Fidelity Investment Grade Bond Earns Top Honors

Also, two Federated Hermes Kaufmann funds get downgraded.

David Carey Sep 8, 2023

How Mutual Funds Are Valuing TikTok, Twitter, and Other Private Companies

Have valuations changed in the 2023 market rally?

Jack Shannon Aug 22, 2023

Stock Funds Off to Hot Start in 2023

A growth-led rally made up for some lost ground after 2022′s shellacking.

David Carey Apr 3, 2023

Gold Set a Low Bar in 2022

The disappointing year highlights the risks of investing in gold-equity funds.

David Carey Jan 30, 2023

Morningstar’s 2022 Recommended Reading List

Our global manager researchers share their must-reads, -watches, and -listens for 2022.

Janet Yang Rohr, CFA Dec 16, 2022

U.S. and International-Equity Funds Continue Their Slide

Growth funds hold up better than their value counterparts, but year-to-date performance is still ugly.

David Carey Oct 3, 2022

3 Fund Firms That Fall Short of ESG Best Practices

A peek behind the curtain of the Morningstar ESG Commitment Level.

Alyssa Stankiewicz Sep 26, 2022

3 Fund Firms That Meet ESG Expectations

A peek behind the curtain of the Morningstar ESG Commitment Level.

Alyssa Stankiewicz Sep 20, 2022

3 Fund Firms With Above-Average Sustainability Practices

A peek behind the curtain of the Morningstar ESG Commitment Level.

Alyssa Stankiewicz Sep 12, 2022

3 ESG Firms Leading the Way to a More Sustainable Future

A peek behind the curtain of the Morningstar ESG Commitment Level.

Alyssa Stankiewicz Sep 2, 2022

U.S. Value Funds Beat Growth in the First Quarter

The difference between growth and value funds was stark.

David Carey Apr 1, 2022

Amid Rising Rates, These Equity-Income Funds Offer a Lot to Like

These equity-income strategies tend to hold up better in market selloffs while providing a reasonable income stream.

David Carey Mar 14, 2022

Size Concerns Downgrade 2 Fidelity Fund Ratings

Here are some ratings highlights from February.

David Carey Mar 11, 2022

Do Fund Managers Think Inflation Is Here to Stay?

Nobody knows how long inflation will stick around.

David Carey Dec 22, 2021

More About David Carey

David Carey is a manager research analyst for Morningstar. He covers equity strategies.

Prior to assuming his current role, Carey served as a customer support representative for Morningstar Direct and was also a data journalist, writing articles for Morningstar Research Portal and Morningstar.com.

Carey holds a bachelor's degree in finance and business analytics from Benedictine University.

David Carey

More From David Carey

Why These 5 Promising Active ETFs Hit Our Radar

Are Active ETFs Saving Fund Families or Cannibalizing Them?

Watch Out for Zero-Revenue Companies Lurking in Your Portfolio

4 New Funds on Our Radar

Stock Funds End Roller Coaster Quarter on a High Note

International-Equity Funds Turn the Tables in Q1 2025

Is This the Long-Awaited Comeback for International-Stock Funds?

Why 2024 Was a Strong Year for Equity Funds

Small-Cap Managers' Big Dilemma With Super Micro Computer

A Not-So-Magnificent Third Quarter for Large-Growth Funds

Funds That Play Defense

Large-Growth Funds Dominate ... Again

These Growth Funds Continued to Shine in Q1 2024

Too Risky to Own, Too Big to Ignore

5 Funds That Increased Their Energy Stakes in 2023

Morningstar’s Best Books to Give and Get for 2023

Fidelity Investment Grade Bond Earns Top Honors

How Mutual Funds Are Valuing TikTok, Twitter, and Other Private Companies

Stock Funds Off to Hot Start in 2023

Gold Set a Low Bar in 2022

Morningstar’s 2022 Recommended Reading List

U.S. and International-Equity Funds Continue Their Slide

3 Fund Firms That Fall Short of ESG Best Practices

3 Fund Firms That Meet ESG Expectations

3 Fund Firms With Above-Average Sustainability Practices

3 ESG Firms Leading the Way to a More Sustainable Future

U.S. Value Funds Beat Growth in the First Quarter

Amid Rising Rates, These Equity-Income Funds Offer a Lot to Like

Size Concerns Downgrade 2 Fidelity Fund Ratings

Do Fund Managers Think Inflation Is Here to Stay?

More About David Carey

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