Behind every great passively managed exchange-traded fund (ETF) is an index. Sometimes, those indexes were contrived to sell ...

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, ...

There are plenty of reasons to own international stocks in a portfolio. Some investors want foreign stocks in their portfolios to round out their exposure to the global stock market and widen their ...

When retirement income depends on dividends that actually arrive, sector concentration stops being a flaw and starts looking ...

Looking at long-term, multi-year performance is important for any client considering a stock or fund investment, but ...

Morningstar’s newly released list of the 150 largest U.S. fund families measures the assets each firm manages in open-end funds and exchange-traded funds, and includes Morningstar’s data, ratings and ...

Gift Article 10 Remaining As a subscriber, you have 10 articles to gift each month. Gifting allows recipients to access the article for free. Investment research firm Morningstar is changing the way ...

Robinhood on Monday said that the closed-end fund, which was registered with the Securities and Exchange Commission (SEC) last month, is aiming aims to offer retail investors exposure to companies “at ...

For example, if you’re a gig worker, reverse budgeting may be challenging since you don’t have a steady income or regular ...

"Index funds can help investors achieve long-term success through their low costs, broad diversification, low turnover and ...