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 ...

Investment insights firm Morningstar and private markets research firm PitchBook launched a new index that tracks 30 of the largest and most liquid late-stage venture capital companies globally.

Vanguard FTSE Canada All Cap ETF and Vanguard FTSE Canada Index ETF have been given the top gold medal rating by Morningstar.

We recently compiled a list of the 15 Stocks to Invest in with Steady Dividends. In this article, we are going to take a look ...

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

Launched on 06/28/2004, the iShares Morningstar Mid-Cap Value ETF (IMCV) is a passively managed exchange traded fund designed to provide a broad exposure to the Mid Cap Value segment of the US equity ...

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

The Fund seeks investment results that correspond generally to the price and yield (before the Fund's fees and expenses) of an equity index called the Morningstar Dividend Leaders Index.