Here are the funds available in a 401(k) plan according to Morningstar.
Morningstar’s Approach to 401(k) Fund Selection I’ve been on Morningstar’s 401(k) committee for over 25 years, where I’ve worked alongside colleagues to pick and monitor the funds offered to our employees. While the selection of 401(k) options has expanded over the years, our fundamental approach has remained: we prioritize highly rated, low-cost funds for the […]
2025 Morningstar Investment Conference: Strategies for Today’s Investments
Morningstar Investment Conference in Chicago On June 25th and 26th, investors and advisors will convene at Navy Pier in Chicago for the annual Morningstar Investment Conference. The agenda’s full of sessions that cover a range of topics relevant to today’s investors. For financial advisors, Morningstar’s Editor-in-Chief Cheryl Rowling shares a panel recommendation. If you can’t […]
Market Summary: A Turbulent Month Highlights the Importance of Diversification – Morningstar
Last week was filled with economic updates and company reports, but the spotlight shifted when Warren Buffett announced he would step down as CEO of Berkshire Hathaway by year-end. Although his retirement at 94 isn’t shocking, it’s still a significant change for many who have relied on his investment insights and prudent management over the […]
The More Stock Fund Investors Traded, the More It Cost Them – Morningstar
You’ve heard something for what you’re saying. Is there nothing for anything? It is a proposition that some fund investors have signed up through many transactions, leaving them worsening in the process. Let’s backup for a little while. Investors don’t know exactly how much money they trade in a particular fund. However, we have data […]
The Secret Fees Behind $9.7 Trillion in Passive ETFs – Morningstar
Passive exchange sales funds account for an astounding $9.7 trillion, an $9.7 trillion invested in ETFs and mutual funds, but investors have little transparency into index providers, one of the key players. Most passive ETFs track indexes from the largest index providers and claim only in S&P Dow Jones Half of the market With the […]
US Stocks Slide, Bond Yields Rise Amid Continued Trump Pressure on Fed – Morningstar
Stocks fell on Monday Morning Star US Market Index It fell 2.4% after President Donald Trump acquired Federal Reserve Chairman Jerome Powell and continued pushing to cut interest rates. Stocks have been lower since the beginning of April as the Trump administration’s new tariff regime is plaguing investors. The S&P 500 Benchmark Index also fell […]
3 Great Growth ETFs for 2025 – Morningstar
Brian Armor: Growth ETFs invest in stocks in anticipation of future growth. Their prices reflect that expectations, clarifying higher hurdles compared to cheaper and more valuable peers. For this reason, growth stocks tend to be more volatile. But the past two years have turned them upside down. From the start of 2023 until January 2025, […]
Investing in iShares ETFs or BlackRock Funds? Here Are 4 Key Things to Know – Morningstar
Black Rockthe world's largest asset manager has raised the bar when it comes to providing investors and advisors with the tools they need to build a properly diversified portfolio. Morning Star Senior Principal for Multi-Asset Strategy Evaluation Jason Keffertthe person who oversees BlackRock's parental ratings recently updated their company's stewardship practices ratings. Here he discusses […]
Growth Stock ETFs Slammed as Market Turns Lower – Morningstar
Key takeout Since peaking in early December, US growth stocks have fallen sharply. Almost all US growth ETFs have declined by the year. Small and medium-sized growth ETFs have taken more intense hits than big caps. As investors are increasingly concerned about the economic outlook amid the rise of the trade war, funds focused on […]
Why We Upgraded This Fidelity Equity Fund to Gold – Morningstar
Increased confidence in Ramona Persaud, FEQIX Manager at Fidelity Equity-Income, increased the upgrade of the process pillar from above average, increasing Morningstar medalist ratings to gold from silver. Persaud has climbed the ladder since joining Fidelity in 2003. She managed sector funds and international dividend funds for over a decade. She worked on the fund […]