For most active investment managers, the goal is clear: to achieve consistently strong, long-term outperformance in any ...

The Indian Mutual Fund industry has come a long way over the past decade. Proactive regulations on disclosures, fund ...

In-depth analysis of active fund against passive fund performance by asset class, region, and more. Comparisons of asset- and equal-weighted returns by Morningstar categories. The relationship ...

The really big mutual funds, active, at least ... expenses, and investor returns. Since joining Morningstar in 1994, Kinnel has analyzed virtually every type of fund and has covered the most ...

After a two-year drought, US bond funds saw the most new investment last year, with inflows led by big names like Pimco and ...

Indeed, while the entire mutual fund universe — which amounts to more than 22,000 total funds and individual share classes — had an average total return for 2024 around 10%, a ...

Short-term returns shouldn’t be a measure of future success in fund investing — but tell that to the investors who put their ...

Sharesight is a portfolio tracker that is integrated into Morningstar Investor. Their data shows the top 20 trades by ...

Here are seven of the best Charles Schwab mutual funds that currently hold a four- or five-star overall Morningstar rating: ...

We are looking for Canadian ETFs that performed well during the past two periods when the U.S. imposed tariffs on select Canadian goods ...

This brings us to a central debate in the investing world: the battle between active ... funds is a fund that also happens to be ranked the No. 1 technology fund by U.S. News & World Report ...

The Pimco Enhanced Short Maturity Active ... mutual fund. EMNT’s holdings average an effective duration of just short of four months. That’s roughly 50% less than the fund’s Morningstar ...