Your portfolio might not be as diversified as you think. The US market has been dominated by a group of mega-cap tech stocks known as the Magnificent Seven. These giants have delivered strong returns, ...
I have been on Morningstar’s 401(k) committee for more than 25 years. In that capacity, I work with colleagues to choose and monitor the funds available to employees in that plan. Although options for ...
"Index funds can help investors achieve long-term success through their low costs, broad diversification, low turnover and ...
A smart beta exchange traded fund, the FlexShares Morningstar U.S. Market Factor Tilt ETF (TILT) debuted on 09/16/2011, and offers broad exposure to the Style Box - All Cap Blend category of the ...
And in the case of the new Morningstar PitchBook GenAI 20 Index, which launched on Jan. 15, 2026, I’d be shocked if one or ...
Investment research firm Morningstar has launched what it says is the "first" benchmark dedicated to pure-play generative ...
Older adults likely began their investing careers before exchange-traded funds existed and have stuck with traditional mutual funds. But as retirement approaches, many investors look at their ...
CHICAGO--(BUSINESS WIRE)-- Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today announced it has entered into an agreement to acquire the Center for Research ...