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, ...

"If you can keep them in the market and then capture enough of the upside over time, you can really help people build wealth ...," the fund manager said.

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 ...

The results of Morningstar's latest study tracking fees and performance finds accelerating consolidation and commodification ...

Morningstar announced the upcoming launch of the Morningstar PitchBook U.S. Evergreen Fund Indexes, which it said will offer peer group benchmarks designed to measure the performance of nontraded ...

This article discusses some of the best index funds right now.

The investment seeks long-term capital appreciation over a full market cycle. In seeking long-term capital appreciation over a full market cycle, the fund has significant flexibility and invests ...

The indexes, which will benchmark nontraded, semi-liquid funds, are scheduled to be released in the first quarter of 2026. Morningstar and Pitchbook plan to release a suite of evergreen private market ...

"Index funds can help investors achieve long-term success through their low costs, broad diversification, low turnover and relative predictability," Comegys says. To further diversify a U.S.-heavy ...