Morningstar Financial News

06.02 / 01:37

markets UPS Waves Software Morningstar rights The software rout is spreading pain to the debt markets

Subscribe to enjoy similar stories. The steep selloff in software stocks is spreading to the debt market. Pressured by growing worries about the disruptive potential of new AI coding tools, shares of large software companies such as Salesforce and ServiceNow have been sliding for months.

05.04 / 18:53

markets UPS Gap Strategy Morningstar Trade Experts Here's why 'dead' investors outperform the living

«Dead» investors often beat the living — at least, when it comes to investment returns.

31.03 / 14:09

markets Analysis Sustainability Morningstar Research President social ‘Game over’ for ESG investing due to Trump backlash? Analysts say no

Investors have pulled money from so-calledESG funds in recent years, amid political backlash, high interest rates and other headwinds.

29.03 / 15:43

ETF security Morningstar Research Vanguard’s expired patent may emerge as ‘game changer’ for fund industry

An expired patent — previously held by Vanguard — may spark a shake-up in the exchange-traded fund industry.

28.03 / 05:47

markets Waves Morningstar Research wellness President What we lose when the world goes all-in on index investing

When Carol Geremia, president of Boston-based mutual fund company MFS, started in the business 40 years ago, the investing world was in a dark and different place.

26.03 / 06:29

markets COST ETF Morningstar performer Features Meet the mutual fund that created $1 trillion in value for investors

Subscribe to enjoy similar stories. The basic job of a mutual fund is to take investors’ dollars and turn them into more dollars. The funds that have proved most successful have key things in common—they are large, low cost, and diversified—finds a Morningstar study.

21.03 / 18:53

markets Strategy Morningstar wellness Experts Doge Features Stock volatility poses an 'opportunity,' investment analyst says. Here's why

Volatility often sends investors running for the hills.

12.03 / 16:41

Provident awards Morningstar Celebrity performer Investment Week reveals finalists for Fund Manager of the Year Awards 2025

A flagship event for the investment industry for three decades, the Investment Week Fund Manager of the Year Awards honour fund managers who have demonstrated consistently strong performance for investors. We will announce the winners at a special 30th Anniversary celebration of the awards on 19 June at the Marriott Grosvenor House Hotel in London. Our fund awards shortlists are constructed using data provided by our partner, Morningstar (see methodology below). These categories are not open for entry and qualifying funds will be contacted by our team to fill out a supporting questi...

11.03 / 16:04

Target Compilation Strategy Morningstar TJX Trade President Kohl's shares slump 20% as downbeat annual sales forecast casts shadow on turnaround

The company joins larger rival Macy's and big-box retailers Walmart and Target in tempering expectations as U.S. inflation risks rise and recession fears mount amid a chaotic implementation of President Donald Trump's tariffs.

07.03 / 06:31

markets FIVE Morningstar Experts performer recommendations MF Tracker: Canara Robeco Emerging Equities Fund turns Rs 10,000 SIP to Rs 2 crore in 20 years

ValueResearch and Morningstar. If an investor had invested Rs 1 lakh in the fund at the time of its inception, the value of this investment would have grown to Rs 22.49 lakh, with a CAGR of 16.85%. Over the last 5 years, the value of the same investment would have risen to Rs 11.87 lakh, with a CAGR of 17.92%. Based on the trailing return parameter, the scheme has outperformed its benchmark and the category average over the last six months, one year, and ten years. In the past 10 years, the scheme delivered a 14.08% return, compared to 13.70% from the benchmark (NIFTY LargeMidcap 250 — TRI) and 12.48% from the category average.

26.02 / 15:23

markets UPS security Morningstar Research Experts testing Small-cap funds face a higher liquidity risk. But all may not be unwell.

Several small-cap mutual funds managing large assets will likely need more days than usual to liquidate their portfolios if the need arises, according to the latest stress test data sourced by India’s apex mutual fund body.

30.01 / 08:19

markets COST Tesla Morningstar Trade show track Tesla Q4 results fall short of forecasts. Musk sees unsupervised full self-driving in Texas in June

Tesla’s fourth-quarter adjusted profits rose slightly amid a big push to sell its electric vehicles with offers of zero financing and other incentives, but the results still fell short of Wall Street forecasts

27.01 / 12:47

UPS Strategy Sustainability Morningstar reports Global ESG fund flows reach highest quarterly inflows of 2024 in Q4 boom

According to Morningstar's latest Global Sustainable Fund Flows report, the rise in ESG fund flows was driven by European-domiciled sustainable strategies, which pulled in $18.5bn of net new subscriptions during Q4 2024, up from $8.9bn in the previous quarter. This was followed by the Asia ex-Japan region, which saw $2.7bn inflows over the last quarter of the year, broadly in line with the $2.3bn in the third quarter of 2024. Defence companies under increased ESG scrutiny as geopolitical tensions rise In the US, however, the sustainable funds sector witnessed $4.3bn in redempt...

23.01 / 15:13

SEC security Morningstar Research Bill Experts consequences Vanguard's $106 million target-date fund settlement offers a key lesson about taxes

There's an important lesson for investors in Vanguard Group's recent $106 million settlement with the Securities and Exchange Commission over its target-date funds: Being mindful of your investment account type can save you from a big tax bill in certain cases.

21.01 / 10:51

markets XRP Morningstar Trade President Bitcoin information Bitcoin slips, Trump token plunges over 20% as bullish crypto sentiment cools

In this article

11.01 / 14:57

ETF Extreme BlackRock Morningstar Experts Bitcoin pop Bitcoin soared in 2024. How much — if any — should you own?

Bitcoin prices soared in 2024. But you may want to tread with caution before euphoria leads you on a hasty buying spree.

10.01 / 12:49

COST Provident JPMorgan Morningstar wellness Aon Los Angeles fire damage likely to be costliest blaze in US History

Subscribe to enjoy similar stories. The Los Angeles wildfires are set to be the costliest blaze in U.S. history, analysts said Thursday, as the first initial estimates of damage from the infernos soared with their unchecked spread.

30.12 / 20:03

ETF security Strategy Morningstar Research Bill Experts Exchange-traded funds have a 'tax magic' that many mutual funds don't offer

Investors who hold exchange-traded funds can often escape a tax bill incurred by those with mutual funds, which are generally less tax efficient, according to investment experts.

27.12 / 21:21

COST FIVE security Morningstar cover Colleges Should you worry about overfunding your 529 plan?

529 college savings plans are powerful tools to help pay for the mounting costs of an education

17.12 / 20:27

markets ETF security Strategy Morningstar Trade reports ETFs will soon beat mutual funds among financial advisor holdings, report finds

Financial advisors will soon — and for the first time — hold more of their clients' assets in exchange-traded funds than in mutual funds, according to a new report by Cerulli Associates.

17.12 / 14:15

markets COST security Strategy Morningstar Research social Why new retirees may need to rethink the 4% rule

A popular retirement strategy known as the 4% rule may need some recalibration for 2025 based on market conditions, according to new research.

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