Passive
Learn about the latest trends in passive investment strategies and their impact on investment performance.
February 18, 2022
Top Index ETFs From 4 Big Asset Managers: 2022To help you choose the best index ETFs for client portfolios, here's a look at popular funds from Vanguard, Schwab and others.
February 09, 2022
Investors Are Overexposed to Risk Assets, Pros SayNatixis IM's findings reflect a shift in the market forces that drove stocks to record highs in 2021.
January 05, 2022
Wells Fargo Strategists Warn S&P 500 Will Drop 10%The U.S. equity benchmark is trading near a record high, after delivering a blockbuster 27% rally last year.
December 03, 2021
11 Best Small-Cap Mutual Funds, ETFs: MorningstarPassive strategies have several things going for them, writes Susan Dziubinski, the firm's director of content.
November 29, 2021
5 Best and 5 Worst Performing S&P 500 Index Funds: MorningstarMorningstar's John Rekenthaler analyzed mutual funds and ETFs based on total return, fees and tracking error.
November 19, 2021
Mutual Fund, ETF Fund Flows Rebound in October: MorningstarSome $84 billion flowed into these funds and ETFs in October, up from $53 billion in September, the firm found.
November 05, 2021
Beware of Index Funds' Dominance: AuthorRobin Wigglesworth says BlackRock, Vanguard and State Street could someday control most voting shares of the world's largest firms.
October 12, 2021
Only Half of Institutional Investors Expect to Meet Target Returns by 2025: FidelityRespondents widely said they had been forced to take on more risk to achieve the same level of return.
September 22, 2021
Active Equity Funds Still Trailing Passive IndexesMore than half of active U.S. equity funds underperformed their indexes in the year ended June 30, S&P Dow Jones Indices reports.
September 16, 2021
'Father of Modern Finance' Explains the Theory Behind Index Funds in 5 WordsNobel laureate Eugene Fama talks to ThinkAdvisor about efficient markets, bubbles and Bitcoin.