The performance of sustainability indexes varied widely in 2024, according to a report by Morningstar Indexes.

The S&P 500’s construction lends itself well to full replication: copying an index’s holdings and weightings exactly.

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

Dan Lefkovitz is strategist for Morningstar Indexes, a contributor to various Morningstar research publications, and a co-host of The Long View podcast. Before assuming his Indexes' role in 2015 ...

Designed to provide broad exposure to the Mid Cap Value segment of the US equity market, the iShares Morningstar Mid-Cap Value ETF (IMCV) is a passively managed exchange traded fund launched on ...

The announcement comes in an era when many investment firms are reducing the annual costs of owning funds, much to the ...

The fund fared better than its S&P 500 Utilities Index benchmark in the fourth quarter. Favorable stock selection and ...

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

Looking for long-term growth? Check out these top Canadian ETFs for 2025: the iShares Canadian Growth Index ETF (TSX:XCG) for ...

The company’s sweeping expense ratio cuts for dozens of funds may pressure other asset managers to lower their costs too.

Morningstar provides data on more than 500,000 investment offerings, including stocks, mutual funds, and similar vehicles, ...

US equities delivered positive gains in the fourth quarter and finished the 12-month period up 25% for the second year in a ...