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Morningstar
153 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.
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…
5 Frustrating Facts About Female 401(k) Fund Managers
The number of women in the 401(k) industry specifically, and financial services overall, is frustratingly low. A new…
Active 401(k) Funds Need Help
Active funds continue to get pounded, although the beating has slowed a bit. Research behemoth Morningstar reported $25…
Morningstar to Compare Mutual Funds with ETFs
While experts contend it should never be an either/or decision when deciding on mutual funds and ETFs in…
Morningstar Names Kunal Kapoor CEO to Replace Founder Mansueto
Research and consulting bigwig Morningstar announced Tuesday that Kunal Kapoor will take over from founder Joe Mansueto as…
Morningstar to Launch Broker-Dealer Focused 401(k)
“Offering a retirement plan has never been easier.” It raises the question—for whom? Morningstar said it will launch…
More Pain for Active Management
It’s fine to loved, fine to be hated, but awful to be pitied. Active management just can’t catch…
Passive Mutual Funds Beat Active Funds in June
It’s getting bloody, and spectators are about to beg active mutual funds to “stay down.” Chicago-based research and…