Jack Shannon | Morningstar

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Semiliquid Funds: The Redemptions Made Headlines. These Are the Numbers That Matter Now

Jason Kephart Jun 16, 2026

Which Stock Funds Provide Inflation-Beating Yields?

Jack Shannon May 14, 2026

Semiliquid Private Equity Funds Have a Math Problem

Jack Shannon Apr 28, 2026

Fundrise Innovation Is Not Worth Getting Up For

Jack Shannon Mar 25, 2026

Why the Semiliquid Fund Liquidity Crunch Was Inevitable

Jack Shannon Mar 25, 2026

More From Jack Shannon

How Semiliquid Managers Can Hide Fees

Incentive fees are occasionally disclosed but continuously collected.

Jack Shannon Feb 24, 2026

Bluerock’s Listing of a Fund-of-Private Funds Squeezes Investors

Liquidity and market pricing come at a steep price.

Jack Shannon Dec 18, 2025

Blue Owl’s Misfire Offers a Lesson in Semiliquid Fund Risks

Investors can learn a lot from the latest private credit drama.

Brian Moriarty Nov 21, 2025

Ignoring Reality or Overreacting? Semiliquid Funds Versus BDCs

BDCs have sold off significantly—what does that mean for their semiliquid counterparts?

Jack Shannon Oct 29, 2025

Why MFS Value Remains a Top Choice for Investors

An upcoming manager change does not dampen our long-term conviction.

Jack Shannon Sep 15, 2025

On Second Thought: The Alternate Reality of Secondary Funds’ Returns

The early returns of secondary funds are a poor benchmark for investors.

Jack Shannon Sep 12, 2025

How to Evaluate Semiliquid Fund Performance

Investors need to be compensated for limited liquidity.

Jack Shannon Aug 28, 2025

Funds of Private Funds for the Masses? What Investors Need to Know About the SEC’s Latest Guidance

The SEC relaxed limits on private fund exposure for closed-end funds. Here’s what that means for your portfolio.

Jack Shannon Aug 20, 2025

Small-Growth Funds With Rebound Potential

Here are three ideas to consider.

Jack Shannon Aug 19, 2025

A Brief History of Private Asset Investing in Mutual Funds

Spoiler alert: It’s risky business.

Jack Shannon Aug 14, 2025

A Closer Look at Semiliquid Funds

Credit might be king, but costs are the queen.

Brian Moriarty Jun 24, 2025

How Attractive Is Private Equity?

How good are your manager selection skills?

Jack Shannon Jun 11, 2025

What Did Active Equity ETF Investors and Managers Buy and Sell in the Recent Selloff?

Daily portfolios give a glimpse into real-time market reactions.

Jack Shannon Apr 16, 2025

Low-Cost Provider Vanguard Gathers the Most Fee Revenue

Though slow, changes are afoot when it comes to management-fee share.

Bridget B. Hughes, CFA Feb 13, 2025

It’s Getting Easier to Invest in Private Assets. What Does That Mean for Investors?

Private equity and private credit come with their own set of risks.

Jack Shannon Jan 10, 2025

A Look at Oakmark’s and MFS' New Active ETFs

The firms’ new offerings are not exact clones of their popular cousins, but they’re close.

Tony Thomas Dec 5, 2024

How Fast Will Active Equity ETFs Grow?

Likely not as fast as passives did; many are already on life support.

Jack Shannon Nov 19, 2024

When Will Public and Private Equity Markets Finally Converge?

New research highlights the challenges faced by the private equity market.

Jack Shannon Oct 8, 2024

3 Stock Funds With Potential Liquidity Challenges

These equity funds could get squeezed if things go wrong.

Jack Shannon Sep 18, 2024

Why Picking Top Stocks Is Not Enough

The miscalculation that can sink actively managed funds’ performance.

Jack Shannon Jul 26, 2024

Invest in SpaceX Alongside Elon Musk? Why This Closed-End Fund Is Not Worth the Ride

Plus, details about Nvidia’s upcoming stock split and retirement planning tips for Gen Xers and baby boomers.

Jack Shannon May 31, 2024

DXYZ: This Closed-End Fund Is Not Destiny’s Child

What to know about the latest offering from this fund.

Jack Shannon Apr 18, 2024

Mutual Fund Managers Are Wrong More Than They’re Right

These managers overcame low hit rates to exceed their benchmarks.

Jack Shannon Jan 29, 2024

Betting Big on Stocks Rarely Beats Boring Investing

Plus, the outsized role of the ‘Magnificent Seven’ stocks in active fund managers’ portfolios.

Jack Shannon Jan 5, 2024

The IRS Debunks Tax Advice Shared on TikTok

Meanwhile, why a TikTok IPO could be a ‘unicorn of all unicorns.’

Ivanna Hampton Oct 6, 2023

More About Jack Shannon

Jack Shannon is a principal, equity strategies, for Morningstar. He focuses on actively managed equity strategies and is the lead analyst for MFS and Artisan Partners, among other firms.

Before joining Morningstar in 2020, Shannon worked in commercial banking and was a consultant providing subject matter expertise on complex financial litigation.

Shannon holds a bachelor's degree in economics and history from James Madison University. He also holds a Master of Business Administration in investments and corporate finance from the University of Notre Dame's Mendoza College of Business.

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