Over the past decade, mutual fund investments in unicorns—startups valued at over $1 billion—have surged from $1.6 billion to $16.6 billion. Despite the rarity of owning shares in private companies, ...

WASHINGTON, March 25, 2026 /PRNewswire/ -- Average expense ratios for both actively managed and index mutual funds have decreased over the past 29 years, contributing to the overall decline in mutual ...

Over the 10 years ended May 31, 2025, do you know what separated the leading and lagging active large-blend funds? It was 1.6% per year, which is the difference between the return of the funds at the ...

Ocean Park Mutual Funds receives a Below Average Parent rating. The Parent Pillar assessment is based on a structured evaluation of key factors that influence a firm's ability to support strong ...

Laura Lutton: Hello, everyone. Thanks for joining today. I’m Laura Lutton, and I head Morningstar’s global manager research team. Today, we’re discussing the Morningstar Medalist Rating for semiliquid ...

Are the active equity exchange-traded funds that traditional mutual fund families have been launching to keep investors from leaving for other firms’ ETFs forestalling or hastening the demise of their ...

Morningstar’s Guide to Active Fixed-Income Investing lays out the case for active bond funds. In short, the complexity and inefficiencies of the bond market spell opportunity for skilled portfolio ...

The asset-management industry is tripping over itself to offer private credit funds to regular investors and advisors, and now the competitive landscape is taking shape. Firms have chosen at least ...

MINNEAPOLIS, May 11, 2026 /PRNewswire/ - RBC Global Asset Management (U.S.) Inc. (RBC GAM-U.S.) announced today that two of its U.S. funds have been recognized among Investor's Business Daily's (IBD) ...

The surging popularity of passive investing has left active asset managers scrambling. That’s the headline story, but it’s not the whole one, as we’ve detailed in recent issues of Morningstar magazine ...