The S&P 500’s construction lends itself well to full replication: copying an index’s holdings and weightings exactly.

The performance of sustainability indexes varied widely in 2024, according to a report by Morningstar Indexes.

Learn more about whether The Carlyle Group Inc. or Morningstar, Inc. is a better investment based on AAII's A+ Investor ...

The Morningstar Lifetime Index Funds are designed to alleviate this problem through an expert methodology built by Morningstar Investment Management LLC. The funds use a set of 21 asset classes to ...

Learn more about whether The Bank of New York Mellon Corporation or Morningstar, Inc. is a better investment based on AAII's ...

Please note: we will be discontinuing the Global Markets Report after 28 February. Australian shares are set to open higher, ...

Morningstar adds to its growing suite of global indexes providing more transparency into the late-stage venture capital market for a range of investor use cases, from benchmarking to investable ...

Sharesight is a portfolio tracker that is integrated into Morningstar Investor. Their data shows the top 20 trades by ...

For most active investment managers, the goal is clear: to achieve consistently strong, long-term outperformance in any ...

Issue selection within multiple sectors, specifically in transportation, special tax, and leasing, was beneficial. Read more ...

Categories and index choices greatly influence the Lipper and Morningstar ratings, which means that it’s important to understand how funds are assigned to different categories. In the United ...

Launched on 06/28/2004, the iShares Morningstar Mid-Cap Value ETF (IMCV) is a passively managed exchange traded fund designed to provide a broad exposure to the Mid Cap Value segment of the US equity ...