Browsing Tag
Morningstar
158 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.
TDFs Top $4 Trillion Mark in 2024: Morningstar
New Target-Date Fund Landscape report shows CITs now account for 52% of TDF assets, surpassing mutual funds
Classic 60/40 Portfolio Beats Stocks-Only 83% of Years Since 1976
Morningstar’s “2025 Diversification Landscape” report finds 60/40 also tops a more broadly diversified portfolio every rolling 10-year period since 2005
Top Wealth-Creating—and Wealth-Destroying—Stocks of Past 10 Years
Morningstar portfolio strategist Amy Arnott identifies 15 big hits and big misses from 2015-2024
Morningstar Launches PitchBook Buyout Replication Index
The index tracks publicly traded small- and mid-cap stocks
Corporate Roundup: GWN Welcomes CEO, Morningstar Partners with SS&C Technologies
The latest news from Global Wealth Management, Morningstar, SS&C Technologies, Wilmington Trust, and more
Saver’s Match Could Solve the Retirement Savings Gap: Morningstar
Using a Morningstar model, the firm observes that the SECURE 2.0 provision could lead to higher savings among groups
Corporate Roundup: Morningstar Names CFO, Ellevest CEO Steps Down
The latest news from Morningstar, Ellevest, IRALOGIX, and more
Morningstar Lowers Retirement Withdrawal Rate to 3.7%
Morningstar credits higher equity valuations and lower fixed income yields for the decrease in its new State of Retirement Income report
Morningstar HSA Report: Lower Fees, Better Investments, But Lots of Room for Improvement
Fidelity is only provider to earn “High” ratings in both categories of new health savings account market analysis
IRAs, Automatic Features, and Ongoing Participation Key to Successful Retirement
The analysis by Morningstar points to defined contribution plans and retirement planning features for a promising retirement