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6 days ago · Morningstar’s latest mutual fund research and analysis. Get an inside look at the mutual fund industry and your favorite funds through the eyes of our analysts.

3 days ago · Morningstar’s Dividend ETF Is Kind of Perfect for Retirees Right Now Quick Read FDL allocates 26% to energy stocks and yields 4.35% versus VYM’s 8% energy weight and …

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17 hours ago · Experts Forecast Stock and Bond Returns: 2026 Edition As 2026 kicks off, long-term return expectations for bonds are within shouting distance of stocks’.

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Browse Morningstar's latest mutual fund and analyst research and information. The report summarizes our continuous, qualitative assessment of a funds' management team, …

4 days ago · Announcement Morningstar Enters Into an Agreement to Acquire CRSP Planned acquisition will solidify Morningstar Indexes' position as a top-tier global index provider.

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