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

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

US fund fees declined at a slower pace in 2023. Mutual fund investors have been saving billions of dollars in fund expenses thanks to the continued decrease in fund fees. Between 2004 and 2023 ...

David Giroux has beaten his Morningstar peer group for the last 17 years. Here's how he's planning to keep the streak in 2025 ...

See the gallery for the 15 funds that created the most value over the past decade. All are large, well-established names, and ...

We recently published a list of the 12 Best Investment Websites To Research Stocks. In this article, we will look at where ...

The TCW Transform Systems ETF and Fidelity Leveraged Company Fund took the biggest hits in our screen.

Kai Wang, the Asian Market Strategist at Morningstar, shared his in-depth perspective on the Chinese market for 2025, ...

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

The suit, filed in Manhattan court Friday, alleges that A&E entered maturity default on a CMBS sum backed by 3,500 rental ...

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

Investment research firm Morningstar and Rika and Joe Mansueto — who is the founder and executive chairman of the company — ...