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Morningstar
146 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.
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…
New 401(k) Fiduciary Designation from Morningstar, ARA
Time to add more letters to the business card. Chicago-based research behemoth Morningstar has teamed with the American…
What’s Bogle Think of ‘Brexit?’
Morningstar spoke with John Bogle last week about a variety of investing topics, “Brexit” (or England’s vote to…
Equity Loses, Fixed Income Gains on Brexit Possibility
Fears across the pond have fixed income funds flying high. Research behemoth Morningstar reported U.S. mutual fund and exchange-traded fund (ETF) asset…
Why 401(k) Target Date Funds Went Crazy in 2015
Target-date fund inflows hit an all-time high in 2015, supporting asset managers and delivering stronger investor returns.
Morningstar Releases Cutest ‘Retirement’ Video Ever
Morningstar delivered a bit of seasonal cheer on Friday. The Chicago-based research and consulting firm released a video of…
Passive Boom: $1 trillion Could Move to Index Funds if Fiduciary Rule Implemented
Here’ another reason to love or hate the Department of Labor’s fiduciary rule (depending on one’s perspective). Reuters…
PIMCO Troubles, Outflows Continue
PIMCO can’t catch a break. After recent reports of lawsuits and more lawsuits, PIMCO Total Return now has…