Asset managers are seeking to capitalize on the popularity of exchange-traded funds. Experts say it's to the benefit of many ...

Investors and retirement savers who want to own broad swaths of the stock and bond markets often face a choice: Do they want to buy time-honored mutual funds, or upstart exchange-traded funds? If ...

The surging popularity of passive investing has left active asset managers scrambling. That’s the headline story, but it’s not the whole one, as we’ve detailed in recent issues of Morningstar magazine ...

At the end of what was arguably one of the best years for the stock market in more than a decade, investors in any of the 20 top-performing mutual funds of 2024 would have earned a return that nearly ...

Investors saved an estimated $5.9 billion in fund expenses last year as the asset-weighted average expense ratio for all US mutual funds and exchange-traded funds ticked down to 0.34% in 2024 from ...

The platform offers a unified app and a suite of services covering mutual fund distribution, corporate FDs, insurance and retirement planning It provides MFDs with proprietary research on ...

Most investors end up owning too many mutual funds through impulse, tips, or changing market cycles. The result is a portfolio that mirrors an index yet charges active fees. Deciding what to buy is ...