Browsing Tag
Morningstar
150 posts
Morningstar is a leading global provider of independent investment research and financial services. Founded in 1984, it offers data, analysis, and tools on stocks, mutual funds, ETFs, and other investment products. The company helps individual investors, financial advisors, and institutions make informed decisions through its research reports, ratings, and investment management solutions.
Active Management Exodus Slows for Summer (Sort Of)
Active fund outflows June hit $14.6B, showing investors moved cash from equity funds while passive bond funds gained.
Is Active Management Exodus Starting to Subside?
Active equity fund outflows slow in May as passive fund inflows ease and bonds attract strong investor interest.
HSA Fail: 10 Largest Health Savings Accounts Ranked
Is there trouble ahead? In the interest of helping “policymakers navigate the HSA landscape” with the recent introduction…
Why Target Date Funds Keep Looking Better
It was only a matter of time before we’d see headlines like this: “3 Reasons Target Date Funds…
Passive Funds Beat Active (Again and Again and Again)
Our top advisors news articles about how Passive Funds Beat Active (Again and Again and Again). 401(k) Specialist keeps you informed on all things 401(k).
Passive Funds Flows Put Active to Shame (Again)
Passive fund flows drove strong March inflows as investors favored equity and bond ETFs, while active funds saw sharp outflows.
Fixed Income Mutual Fund Flows Signal of Trump Worries?
Fixed income fund flows surged as investors moved away from U.S. equities in early 2017, showing a preference for safer assets.
Target Date Funds: What Lies Beneath?
It’s something Jeff Holt has said for years. 401(k) plan advisors and sponsors are all too happy to…
What Happened to 401(k) Target Date Funds in 2016?
Little surprise, the popularity of target date funds in 401(k) plans continues to grow. Known for keeping investors on track…
Passive Funds Slam Active by ‘Record Margin’ in December
A horrible month capped a horrible year for active management mutual fund flows (or the opposite, if you’re…