Actively managed funds generally fell short of their passive peers last year, but fixed income was a notable exception.

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The Morningstar US Market Index was down 0.6% as of Wednesday’s close, while the Morningstar US Core Bond Index was up 2.3%. With the so-called “Trump bump” after the election having largely ...

Janet Rilling is a senior portfolio manager and head of the plus fixed income team at Allspring Global Investments.

Funds with a low downside-capture ratio tend to hold up better during market selloffs, he said, making them good diversifiers. However, Kinnel cautioned, “A low downside-capture ratio doesn’t always ...

Vanguard Global Wellington’s Nataliya Kofman and Loren Moran are among the PMs recognized as deserving of investors’ ...

The average one-year success rate for active equity managers has risen slightly, according to Morningstar’s Active/Passive ...