Morningstar announced the Modern Market 100, the first framework to combine public and private equity exposure in one index.

Financial pros say strategies like the 25/25/25/25 permanent portfolio or the 30/70 flip might be better options for ...

Morningstar PitchBook US Modern Market 100 Index mixes 90 of the largest US-listed companies with 10 of the most significant ...

Morningstar’s investment management team is increasing exposure to healthcare across portfolios, with senior investment ...

It can sometimes seem like there’s an endless number of mutual funds for you to invest in. But not all of them are a right fit for your portfolio—and some aren’t worthy investments at all. The real ...

Gold is often praised for its potential as a portfolio diversifier due to its historical tendency to enhance risk-adjusted portfolio returns. However, given its erratic short term price movements, the ...

It's not easy to beat the stock market, even for professionals. But you can do well without their help by sticking with index funds, a new study says.

John Hancock Floating Rate Income Fund underperformed its benchmark, the Morningstar LSTA US Leveraged Loan Index, but outperformed peers in the period. Read more here.

With powerful screeners and outstanding research and analytics, it’s a solid pick for serious investors looking for pro-level tools. Your free trial will end at 11:59 PM CT, seven days after your ...