Investing Insights
- Episódios
- 221
- Publicação
- semanal
- Último episódio
- 13 nov 2026
Sobre o podcast
A thoughtful look at investing opportunities and risks beyond the market headlines, plus personal finance and retirement tips, from Morningstar.
Episódios 221
Are These Riskier Bond ETFs Worth the Higher Yields?
Bond yields are much higher today than they were in the era of zero interest rates. The income is drawing interest from investors wanting to benefit from the juicier payouts, and the money is flowing in …
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Bond yields are much higher today than they were in the era of zero interest rates. The income is drawing interest from investors wanting to benefit from the juicier payouts, and the money is flowing in. Multisector bond ETFs attracted $25 billion over the first 10 months of the year. High-yield bond ETFs had less, but still collected $6.7 billion. What are the risks of these ETFs, and how do they fit in your portfolio? Dan Sotiroff is the associate director for US passive strategies for Morningstar.
It’s Been a Long Time Since Bonds Looked This Good
On this episode:
00:00:00 Welcome
00:01:16 Multisector Bond ETFs: What They Are and What They Own
00:02:51 High-Yield vs. Multisector Bond ETFs: Similarities and Differences
00:03:39 Risks of Higher-Yield Bond ETFs and Where They Stand Now
00:06:16 How Multisector and High-Yield Bond ETFs Performed in 2026
00:07:52 Where Money Is Flowing, Diversification, and Time Horizon
00:11:15 Multisector and High-Yield Bond ETFs Morningstar Analysts Like, Plus TakeawayCheck out more from Morningstar:
Want to Invest in Anthropic? Here’s What to Know Before the IPO
Don’t Focus on Utilities Stocks’ Low Dividend Yields
Mortgage Rates Are Above 7%. Is It Better to Rent or Buy a Home Right Now?Follow Morningstar on social:
Facebook: https://www.facebook.com/MorningstarInc/
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Instagram: https://www.instagram.com/morningstarinc/
LinkedIn: https://www.linkedin.com/company/morningstar/This episode is sponsored by Vanguard: https://advisors.vanguard.com/engagement/fixed-income
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Want to Invest in Anthropic? Here’s What to Know Before the IPO
Anthropic’s days as a private company are ticking down. The artificial intelligence frontier lab was founded in 2021 and is reportedly expected to price in mid-November. Many market watchers are predicting the …
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Anthropic’s days as a private company are ticking down. The artificial intelligence frontier lab was founded in 2021 and is reportedly expected to price in mid-November. Many market watchers are predicting the company’s IPO will be one of the biggest of the year. Anthropic recently updated its S-1 to disclose how much revenue it generated in Q3 2026. A key figure left blank in the Claude chatbot maker’s original filing with the SEC. What would the private company’s arrival to the public market mean for investors and what should they watch for? Harrison Rolfes is a senior research analyst for Morningstar’s PitchBook, and he’s been tracking Anthropic’s rise.
Anthropic’s IPO to Cast Long Shadow Over Private AI Stocks
Follow and listen to The Long View podcast.
On this episode:
00:00:00 Welcome
00:01:36 What Anthropic Builds, Who Its Customers Are, and Its Rivals
00:03:33 Why PitchBook Lowered Anthropic’s AI Business Quality Score
00:05:45 Anthropic’s Revenue Growth, Spending, and Profitability Explained
00:10:45 Anthropic’s Debt and Long-Term Commitments, Plus Its Ownership Structure
00:13:57 Three Disclosures Wanted in Anthropic’s Amended Filing
00:17:56 SpaceX’s IPO Lesson, OpenAI’s Timing, and Anthropic IPO TakeawayCheck out more from Morningstar:
Don’t Focus on Utilities Stocks’ Low Dividend Yields
Mortgage Rates Are Above 7%. Is It Better to Rent or Buy a Home Right Now?
Are TIPS ETFs the Best Way to Fight Inflation?Follow Morningstar on social:
Facebook: https://www.facebook.com/MorningstarInc/
X: https://x.com/MorningstarInc
Instagram: https://www.instagram.com/morningstarinc/
LinkedIn: https://www.linkedin.com/company/morningstar/This episode is sponsored by Vanguard: https://advisors.vanguard.com/engagement/fixed-income
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Don’t Focus on Utilities Stocks’ Low Dividend Yields
Utilities: Investors Counting on Growth to Stop Recent Slump On this episode: 00:00:00 Welcome 00:01:25 The Utilities Yield Gap: This Time is Different 00:05:44 Data Centers are Driving Growth—and Creating a …
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Utilities: Investors Counting on Growth to Stop Recent Slump
On this episode:
00:00:00 Welcome
00:01:25 The Utilities Yield Gap: This Time is Different
00:05:44 Data Centers are Driving Growth—and Creating a Backlash
00:10:43 Regulatory Risk Poses a Threat
00:12:20 These Companies are Poised for Growth
00:19:35 But What About Dividends?
00:23:49 Key Takeaways for Investors Considering Utilities StockCheck out more from Morningstar:
Mortgage Rates Are Above 7%. Is It Better to Rent or Buy a Home Right Now?
Are TIPS ETFs the Best Way to Fight Inflation?
The Smartest Moves for Bond Investors Today, and What to Do When You Have Too Many InvestmentsFollow Morningstar on social:
Facebook: https://www.facebook.com/MorningstarInc/
X: https://x.com/MorningstarInc
Instagram: https://www.instagram.com/morningstarinc/
LinkedIn: https://www.linkedin.com/company/morningstar/This episode is sponsored by Vanguard: https://advisors.vanguard.com/engagement/fixed-income
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Mortgage Rates Are Above 7%. Is It Better to Rent or Buy a Home Right Now?
High interest rates and expensive home prices are keeping some frustrated buyers on the sidelines. A 30-year fixed-rate mortgage recently crossed the 7% line and remains there, according to the Mortgage Bankers …
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High interest rates and expensive home prices are keeping some frustrated buyers on the sidelines. A 30-year fixed-rate mortgage recently crossed the 7% line and remains there, according to the Mortgage Bankers Association. And recently there’s an uptick in some buyers choosing adjustable-rate mortgages that come with a lower loan rate, but higher risk. Meanwhile, macroeconomic conditions are also squeezing homebuilders. So, when could affordability return to the housing market and where can investors find cheap stock opportunities? Suryansh Sharma is the director of equity research for Morningstar and covers the housing industry.
Sign up for PitchBook or Morningstar Direct to read Suryansh Sharma’s full report, US Housing: 2026 Q2.
On this episode:
00:00:00 Welcome
00:01:25 High Mortgage Rates and Prices Squeeze Buyers
00:02:46 How Rate Hikes and Cheap Mortgages Affect Home Sales
00:07:08 Rent vs. Buying: Comparing Monthly Housing Costs
00:08:11 Housing Market Risks, Mortgage Rate Outlook, and One Undervalued Stock
00:11:39 Ask the Economist: How Elections and the Economy Can IntersectCheck out more from Morningstar:
Are TIPS ETFs the Best Way to Fight Inflation?
The Smartest Moves for Bond Investors Today, and What to Do When You Have Too Many Investments
14 Elite Funds and ETFs, and 5 Popular Funds That Just Missed the MarkFollow Morningstar on social:
Facebook: https://www.facebook.com/MorningstarInc/
X: https://x.com/MorningstarInc
Instagram: https://www.instagram.com/morningstarinc/
LinkedIn: https://www.linkedin.com/company/morningstar/This episode is sponsored by Vanguard: https://advisors.vanguard.com/engagement/fixed-income
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Are TIPS ETFs the Best Way to Fight Inflation?
Is persistent inflation making TIPS ETFs more attractive? Hundreds of millions of dollars flowed into this niche investment in September, according to Morningstar data. Yet, there’s a debate over whether …
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Is persistent inflation making TIPS ETFs more attractive? Hundreds of millions of dollars flowed into this niche investment in September, according to Morningstar data. Yet, there’s a debate over whether they’re an ideal way to defend against higher costs. Joining me is Dan Sotiroff to discuss what investors should know, including the risk, tax treatment, and top-rated ETFs. He’s the associate director of US passive strategies research for Morningstar.
Ask the Analyst: TIPS ETFs Protect Against Inflation. So Why Did Mine Lose Money?
On this episode:
00:00:00 Welcome
00:01:11 What TIPS ETFs Are and How They Work
00:02:28 Can TIPS ETFs Help Against Elevated Inflation?
00:04:39 Where Investor Money Is Going and How TIPS ETFs Performed
00:07:07 How Interest Rates Affect TIPS ETFs, Plus Other Risks
00:09:13 How TIPS ETFs Are Taxed
00:10:57 Gold- and Silver-Rated TIPS ETFs and Key TakeawaysListen to more from Morningstar:
The Smartest Moves for Bond Investors Today, and What to Do When You Have Too Many Investments
14 Elite Funds and ETFs, and 5 Popular Funds That Just Missed the Mark
Why Are Some of the Strongest Stocks Struggling This Year?Follow Morningstar on social:
Facebook: https://www.facebook.com/MorningstarInc/
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Instagram: https://www.instagram.com/morningstarinc/
LinkedIn: https://www.linkedin.com/company/morningstar/Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
The Smartest Moves for Bond Investors Today, and What to Do When You Have Too Many Investments
We have a special episode for you this week. The author behind the popular Ask the Analyst column on Morningstar.com is coming to the table. Morningstar portfolio strategist Amy Arnott is going into the mailbag …
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We have a special episode for you this week. The author behind the popular Ask the Analyst column on Morningstar.com is coming to the table. Morningstar portfolio strategist Amy Arnott is going into the mailbag to answer readers’ questions about bonds, including TIPS and other portfolio matters.
Submit your question to the Ask the Analyst column created and written by Morningstar's Amy Arnott.
On this episode:
00:00:00 Welcome00:01:36 How Bond ETFs Work and Comparing TIPS, I Bonds, Treasuries
[This video states that an investor can use $5,000 from a tax refund to purchase I bonds in excess of the $10,000 limit. The US Treasury discontinued this tax-refund option on Jan. 1, 2025. ].
00:05:06 Municipal Bond Fund Losses After a Fed Rate Hike
00:06:58 Where to Hold Bonds: Roth vs. Traditional IRA, and TIPS Ladders
00:09:15 Paying for Law School Tuition: Which Accounts Come Into Play
00:10:30 Simplifying 231 Holdings and Limiting Capital Gains on Fund Swaps
00:14:11 What to Know Before Submitting Your Ask the Analyst QuestionWatch More From Morningstar:
14 Elite Funds and ETFs, and 5 Popular Funds That Just Missed the Mark
Why Are Some of the Strongest Stocks Struggling This Year?
Don’t Make This Mistake When Chasing Higher Bond YieldsFollow Morningstar on social:
Facebook: https://www.facebook.com/MorningstarInc/
X: https://x.com/MorningstarInc
Instagram: https://www.instagram.com/morningstarinc/
LinkedIn: https://www.linkedin.com/company/morningstar/This episode is sponsored by Vanguard: https://advisors.vanguard.com/engagement/fixed-income
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
14 Elite Funds and ETFs, and 5 Popular Funds That Just Missed the Mark
The menu of mutual funds and exchange-traded funds can appear to go on and on, and it’s probably hard not to feel overwhelmed when you’re researching what works for your portfolio. A popular annual feature in …
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The menu of mutual funds and exchange-traded funds can appear to go on and on, and it’s probably hard not to feel overwhelmed when you’re researching what works for your portfolio. A popular annual feature in Morningstar’s FundInvestor newsletter narrows the choices from thousands to about a few dozen. Russ Kinnel has done the hard work for you and is here to share investment ideas from his Thrilling Funds list. He’s the newsletter editor and Morningstar’s senior principal of ratings.
Sign up for Morningstar’s FundInvestor newsletter.
On this episode:
00:00:00 Welcome
00:01:11 What's New in Morningstar's FundInvestor Newsletter
00:01:55 How Funds Make the Thrilling Funds List
00:03:43 Large-, Midsize, and Small-Company Funds From Fidelity, Vanguard and More
00:06:22 Bond ETFs, Global Stock Funds, and Municipal Bond Funds That Stand Out
00:08:50 Why Fidelity Contrafund and Other Popular Funds Just Missed the Cut
00:10:02 How Investors Can Find Out How Their Funds Stack Up Against the CriteriaWatch more from Morningstar:
Why Are Some of the Strongest Stocks Struggling This Year?
Don't Make This Mistake When Chasing Higher Bond Yields
How AI Is Taking Over Your PortfolioFollow Morningstar on social:
Facebook: https://www.facebook.com/MorningstarInc/
X: https://x.com/MorningstarInc
Instagram: https://www.instagram.com/morningstarinc/
LinkedIn: https://www.linkedin.com/company/morningstar/This episode is sponsored by Vanguard: https://advisors.vanguard.com/engagement/fixed-income
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Why Are Some of the Strongest Stocks Struggling This Year?
Are wide-moat stocks’ struggles a sign of their protection diminishing? That’s the big question from the Q3 issue of Morningstar magazine. Key market moments this year heavily weighed on some stocks with …
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Are wide-moat stocks’ struggles a sign of their protection diminishing? That’s the big question from the Q3 issue of Morningstar magazine. Key market moments this year heavily weighed on some stocks with competitive advantages. Why did they stumble? Morningstar magazine Editor-in-Chief Jerry Kerns is returning to Investing Insights to discuss this issue’s cover story.
Sign up for a free subscription to Morningstar magazine.
On this episode:
00:00:00 Welcome
00:01:06 What Is a Moat and Its Five Sources
00:03:24 Why Examine Wide-Moat Stocks' Performance Now
00:04:12 What's Behind the Morningstar Wide Moat Focus Index's Rough Stretch?
00:06:59 Are Moats Really a Sign of Quality?
00:07:38 Key Takeaway on Wide-Moat Stocks
00:08:12 Other Highlights from This Quarter's Morningstar MagazineWatch more from Morningstar:
Don't Make This Mistake When Chasing Higher Bond Yields
How AI Is Taking Over Your Portfolio
401(k) Millionaires: Here's How to Avoid Going Broke in RetirementFollow Morningstar on social:
https://www.facebook.com/MorningstarInc/
https://x.com/MorningstarInc
https://www.instagram.com/morningstarinc/
https://www.linkedin.com/company/morningstar/This episode is sponsored by Vanguard: https://advisors.vanguard.com/engagement/fixed-income
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Don’t Make This Mistake When Chasing Higher Bond Yields
Higher bond yields are attracting more attention and more money. US bond ETFs pulled in almost $54 billion in August. Core and core-plus bond ETFs make up about $8.5 billion of that. These funds tend to provide …
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Higher bond yields are attracting more attention and more money. US bond ETFs pulled in almost $54 billion in August. Core and core-plus bond ETFs make up about $8.5 billion of that. These funds tend to provide shelter during market storms to ease a portfolio’s rocky moments. They also provide steady and predictable income. As bond rates sit higher than they have in the past, how can you benefit while also taking a conservative approach? Dan Sotiroff is the associate director of US passive strategies research for Morningstar.
Why Higher Bond Yields Can Be 'a Great Thing'
On this episode:
00:00:00 Welcome
00:00:50 How core and core-plus bond ETFs work
00:04:22 Billions flowing into core and core-plus bond ETFs this year00:05:55 How active fund managers capitalize on higher bond rates
00:08:36 What higher bond yields mean for income investors
00:09:51 Core bond ETFs earning Gold and Silver ratings
00:11:17 Core-plus bond ETFs Morningstar analysts likeWatch more from Morningstar:
How AI Is Taking Over Your Portfolio
401(k) Millionaires: Here's How to Avoid Going Broke in Retirement
New ETFs Are Launching Fast. Proceed With CautionFollow Morningstar on social:
Facebook: https://www.facebook.com/MorningstarInc/
X: https://x.com/MorningstarInc
Instagram: https://www.instagram.com/morningstarinc/
LinkedIn: https://www.linkedin.com/company/morningstar/This episode is sponsored by Vanguard: https://advisors.vanguard.com/engagement/fixed-income
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
How AI Is Taking Over Your Portfolio
he dominance of artificial intelligence is swelling globally. Its massive growth is weighing heavily on stock markets, pressuring bond markets, and even growing to outsized proportions in emerging markets …
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he dominance of artificial intelligence is swelling globally. Its massive growth is weighing heavily on stock markets, pressuring bond markets, and even growing to outsized proportions in emerging markets. These developments are increasing concentration risks in everyday investors' portfolios. What should you look for, and how do you guard against the AI surge? Tom Lauricella is Morningstar's chief global markets editor and the editor of the Smart Investor newsletter.
Sign up for the Smart Investor newsletter from Morningstar.
Markets Brief: Your Portfolio Is More Concentrated Than You Think
On this episode:
00:00:00 Welcome
00:01:18 Any signs of the AI stock rally slowing down?
00:02:01 Semiconductor stocks vs. other industries
00:03:11 Concentration risk in emerging-market funds
00:06:33 How AI is blurring lines between growth and value
00:10:34 Big Tech's AI debt binge and the outlook for bond yields
00:14:23 What to know about the Anthropic and OpenAI IPOsWatch more from Morningstar:
401(k) Millionaires: Here's How to Avoid Going Broke in RetirementNew ETFs Are Launching Fast. Proceed With Caution
Why Playing It Safe in Retirement Can BackfireFollow Morningstar on social:
Facebook: https://www.facebook.com/MorningstarInc/
X: https://x.com/MorningstarInc
Instagram: https://www.instagram.com/morningstarinc/
LinkedIn: https://www.linkedin.com/company/morningstar/Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
401(k) Millionaires: Here’s How to Avoid Going Broke in Retirement
Becoming a 401(k) millionaire can require decades of hard work and sacrifice. Previously, a seven-figure nest egg shined as the gold standard among retirement planners. But the shine has dulled as a portfolio …
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Becoming a 401(k) millionaire can require decades of hard work and sacrifice. Previously, a seven-figure nest egg shined as the gold standard among retirement planners. But the shine has dulled as a portfolio of that size no longer guarantees the same security. What steps should you take to protect your savings and avoid going broke in retirement? Sheryl Rowling has a list of tips. The certified public accountant is the editorial director of financial advice for Morningstar.
Your 7-Figure Retirement Fund Might Not Stretch As Far As You Think. Here’s How to Change That
On this episode:
00:00:00 Welcome
00:01:20 Why seven-figure retirement portfolios need extra planning finesse
00:01:58 Why the retirement-to-RMD window matters
00:03:40 How taxpayers can approach the new SALT deduction
00:04:50 Building a cash bucket for market downturns
00:06:15 Retirement money missteps worth avoiding
00:09:41 Shifting asset allocation and key takeawaysWatch more from Morningstar:
New ETFs Are Launching Fast. Proceed With Caution
Why Playing It Safe in Retirement Can Backfire
Why Do Active Funds Lag Even With Winning Picks?Follow Morningstar on social:
Facebook: https://www.facebook.com/MorningstarInc/
X: https://x.com/MorningstarInc
Instagram: https://www.instagram.com/morningstarinc/
LinkedIn: https://www.linkedin.com/company/morningstar/Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
New ETFs Are Launching Fast. Proceed With Caution
New exchange-traded funds are sprouting up quickly. In 2025, more than 1,000 ETFs launched. The crop included promising funds as well as those taking on unnecessary risks. The field could expand soon to include …
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New exchange-traded funds are sprouting up quickly. In 2025, more than 1,000 ETFs launched. The crop included promising funds as well as those taking on unnecessary risks. The field could expand soon to include hundreds of riskier ETFs. As investment choices evolve, how can everyday investors spot what’s a good fit for their portfolio? Dan Sotiroff is the associate director of US passive strategies research for Morningstar.
New ETFs with Sensible Investment Approaches Are Becoming Harder to Find
On this episode:
00:00:00 Welcome
00:01:11 How ETFs have evolved since the 1990s
00:02:38 New ETF trends and how providers compete
00:07:34 Risks and costs behind leveraged and inverse ETFs
00:11:04 Promising new ETFs worth a look
00:12:21 What to watch out for
00:13:13 Key takeaways for evaluating new ETFs
Watch more from Morningstar:
Why Playing It Safe in Retirement Can Backfire
Why Do Active Funds Lag Even With Winning Picks?
Target-Date Funds With Annuities Are Gaining Ground. Is That Good for Your Retirement Plan?
Follow Morningstar on social:
Facebook: https://www.facebook.com/MorningstarInc/
X: https://x.com/MorningstarInc
Instagram: https://www.instagram.com/morningstarinc/
LinkedIn: https://www.linkedin.com/company/morningstar/
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Why Playing It Safe in Retirement Can Backfire
Will you give yourself permission to fully enjoy your nest egg? Many retirees spent years saving to enjoy this chapter of their lives, but when they finally get there, a lot of them hold back. Of course, lavish …
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Will you give yourself permission to fully enjoy your nest egg? Many retirees spent years saving to enjoy this chapter of their lives, but when they finally get there, a lot of them hold back. Of course, lavish spending can be a problem in retirees' golden years. But so can not spending enough! New Morningstar research has found retirees often withdraw their money very conservatively, even when they're not especially afraid of running out of money. As a result, they might deny themselves a dream vacation or trying new hobbies. So, what's behind it, and how can you learn to spend more in retirement and still live within your means? One of the researchers is Dr. Danielle Labotka, who's a behavioral scientist for Morningstar.
Is Your Cautious Retirement Spending Doing More Harm Than Good?
On this episode:
00:00:00 Welcome
00:01:02 Why Morningstar researchers studied retirement underspending
00:02:28 How retirees decide how much to spend
00:03:23 Why simple withdrawal strategies generally lead to underspending
00:04:42 What typically happens to retirees' wealth over time
00:05:27 Why cautious spending persists even when retirees can afford more
00:07:37 Three ways to tell if you're underspending in retirement
Watch more from Morningstar:
Why Do Active Funds Lag Even With Winning Picks?
Target-Date Funds With Annuities Are Gaining Ground. Is That Good for Your Retirement Plan?
AI ETFs Are on the Rise. Are They Worth the Risk?
Follow Morningstar on social:
Facebook: https://www.facebook.com/MorningstarInc/
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Instagram: https://www.instagram.com/morningstarinc/
LinkedIn: https://www.linkedin.com/company/morningstar/
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Why Do Active Funds Lag Even With Winning Picks?
Picking winning stocks is just part of the battle to beat an index. Active managers make investing moves when opportunities arise or dry up. They also rely on a team of analysts and state-of-the-art tools to …
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Picking winning stocks is just part of the battle to beat an index. Active managers make investing moves when opportunities arise or dry up. They also rely on a team of analysts and state-of-the-art tools to help them uncover the next big investment idea. Yet, an in-depth dive into the top 100 largest active US stock funds reveals most active managers earn lower returns than their index. So, what are the pros' missteps? And what can everyday investors like you learn from them? Jeff Ptak analyzed years of stock fund data. The managing director of manager research for Morningstar explains what he found.
The Biggest Active Stock Funds Picked the Right Stocks. They Still Lagged
On this episode:
00:00:00 Welcome
00:00:55 What is a hypothetical 'do-nothing' portfolio?
00:02:54 Hits and misses during 2025's strong market
00:04:16 The do-nothing portfolio's performance during up and down years
00:05:17 Hypothetical $10K growth over a decade
00:06:27 How active managers can do a better job of beating their index
00:07:35 Overcoming the urge to make portfolio tweaksWatch more from Morningstar:
Target-Date Funds With Annuities Are Gaining Ground. Is That Good for Your Retirement Plan?
AI ETFs Are on the Rise. Are They Worth the Risk?
Don’t Leave Tax Savings on the Table: How to Conduct a Midyear IRA Checkup
Follow Morningstar on social:
Facebook: https://www.facebook.com/MorningstarInc/
X: https://x.com/MorningstarInc
Instagram: https://www.instagram.com/morningstarinc/
LinkedIn: https://www.linkedin.com/company/morningstar/
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Target-Date Funds With Annuities Are Gaining Ground. Is That Good for Your Retirement Plan?
Guaranteed income in retirement sounds pretty nice, but what are the trade-offs to make it happen? Several big asset managers offer target-date funds with built-in annuities. However, it's difficult to compare …
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Guaranteed income in retirement sounds pretty nice, but what are the trade-offs to make it happen? Several big asset managers offer target-date funds with built-in annuities. However, it's difficult to compare one against another because their strategies tend to differ. And retail annuities' dubious reputation has set up a hurdle for mass adoption. But recent important developments could clear the path for these funds to appear in 401(k)s and other retirement plans. New Morningstar research explores why target-date funds with annuities are gaining ground in the US. Jason Kephart has dug into the data. Morningstar's senior principal of multi-asset manager research is here to explain what he found.
As Fidelity Adds Target-Date Fund With Guaranteed Income, Here’s What You Should Watch For
On this episode:
00:00:00 Welcome
00:00:59 What annuities are and why they got a bad rap
00:02:05 How in-plan annuities differ from retail versions
00:02:26 Why a proposed Department of Labor rule matters for 401(k) plans
00:03:08 Is momentum building for guaranteed income in 401(k)s?
00:04:18 Income annuities vs. guaranteed lifetime withdrawal benefits
00:07:09 What retirement savers should know now
Watch more from Morningstar:
AI ETFs Are on the Rise. Are They Worth the Risk?
Don’t Leave Tax Savings on the Table: How to Conduct a Midyear IRA Checkup
What Investors Should Watch for in the Second Half of 2026
Follow Morningstar on social:
Facebook: https://www.facebook.com/MorningstarInc/
X: https://x.com/MorningstarInc
Instagram: https://www.instagram.com/morningstarinc/
LinkedIn: https://www.linkedin.com/company/morningstar/
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
AI ETFs Are on the Rise. Are They Worth the Risk?
It's hard to escape the artificial intelligence hype. It's everywhere. Companies are adopting AI into their processes. Many people are talking to chatbots. And investors are making bets on which firms or themes …
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It's hard to escape the artificial intelligence hype. It's everywhere. Companies are adopting AI into their processes. Many people are talking to chatbots. And investors are making bets on which firms or themes will win. But do you need to own an AI ETF to benefit from the boom? Or do you already have enough exposure? Morningstar's associate director of US passive strategies research Dan Sotiroff has investigated whether the additional volatility of an ETF focused on AI is worth the risk.
For the Best Long-Term Bet in the AI Economy, Look to the Past
On this episode:
00:00:00 Welcome
00:01:16 How AI shapes broad market ETFs
00:03:53 Are there still opportunities for smaller companies as large tech firms dominate?
00:05:12 What to know about thematic AI ETFs
00:08:59 Are ETFs the ideal way to invest in AI?
00:10:33 ETF picks for getting AI exposure
00:13:38 What to keep in mind about the AI tech trend
Watch more from Morningstar:
Don’t Leave Tax Savings on the Table: How to Conduct a Midyear IRA Checkup
What Investors Should Watch for in the Second Half of 2026
Dividend Investing: How to Find the Right Balance Between Income and Growth
Follow Morningstar on social:
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Don’t Leave Tax Savings on the Table: How to Conduct a Midyear IRA Checkup
Consider getting your IRA in shape this summer instead of waiting for the calendar to flip to next year. A midyear checkup could help you optimize your retirement account to benefit from its tax advantages …
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Consider getting your IRA in shape this summer instead of waiting for the calendar to flip to next year. A midyear checkup could help you optimize your retirement account to benefit from its tax advantages sooner than later. Morningstar's FundInvestor newsletter has highlighted investment ideas for folks who want to keep it simple, maximize tax advantages, or strive for capital appreciation. Morningstar's senior principal of ratings Russ Kinnel shares his favorite fund ideas for an IRA.
IRA Favorites for Your Retirement Saving Plan
On this episode:
00:00:00 Welcome
00:01:16 IRA basics and how Russ Kinnel invests in his IR
00:01:58 One-stop fund favorites for keeping it simple
00:03:45 Funds for maximizing tax advantages
00:06:38 Ideas to take the most advantage of tax-free compounding by focusing on capital appreciation
00:08:44 Could the funds also work in a Roth IRA?
Watch more from Morningstar:
What Investors Should Watch for in the Second Half of 2026
Dividend Investing: How to Find the Right Balance Between Income and Growth
Are Mutual Funds Becoming Obsolete?
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What Investors Should Watch for in the Second Half of 2026
Market volatility tends to challenge investors' willpower to stick to their plan. That's understandable because it tends to be easier to say you will focus on the long-term until uncertainty emerges …
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Market volatility tends to challenge investors' willpower to stick to their plan. That's understandable because it tends to be easier to say you will focus on the long-term until uncertainty emerges. Geopolitics and artificial intelligence stirred up their share of highs and lows in 2026. What lessons can you learn from past market-moving events to stay invested? And where are the opportunities in the second half of the year?
Dominic Pappalardo is the chief multi-asset strategist for Morningstar Wealth. It's part of registered investment advisor, Morningstar Investment Management.
What’s Ahead in 2027 and Beyond for Inflation, Fed Rate Cuts, and More
On this episode:
00:00:31 Welcome
00:01:18 Stock market's first six months of 2026
00:01:41 Events driving this year's market highs and lows
00:06:02 Staying invested during drawdowns and volatility
00:10:04 Morningstar's mid-year market outlook
00:12:19 Fixed-income and equity sector opportunities
00:14:55 Investor takeaways for the second half of 2026
Watch more from Morningstar:
Dividend Investing: How to Find the Right Balance Between Income and Growth
Are Mutual Funds Becoming Obsolete?
https://www.morningstar.com/podcasts/investing-insights/are-mutual-funds-becoming-obsolete-2
Brace Your Portfolio for Mega-IPOs
https://www.morningstar.com/podcasts/investing-insights/brace-your-portfolio-mega-ipos-2
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Dividend Investing: How to Find the Right Balance Between Income and Growth
There's just something about dividends. The popular investing strategy attracts retirees and other investors who need regular cash payouts, as well as those who like the tangible return dividends represent …
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There's just something about dividends. The popular investing strategy attracts retirees and other investors who need regular cash payouts, as well as those who like the tangible return dividends represent, even if they are reinvesting those distributions back into their portfolio. But what are the tradeoffs, and are they worth it? It depends on who you ask.
From the pages of the Q2 2026 issue of Morningstar Magazine, several specialists argue against chasing higher yield. Instead, they encourage investors to balance dividends and total return. Jerry Kerns, who's the editor in chief, joins Investing Insights to discuss the magazine’s spotlight.
Featured Article: Subscribe to Morningstar Magazine
On this episode:
00:00:00 Welcome
00:01:35 What dividend investing is and its appeal
00:03:55 Yield chasing trade-offs and dividend cut signals
00:07:47 Why consider buyback yield alongside dividend yield
00:09:44 Dividend stocks Morningstar analysts find attractive
00:10:45 Gold-rated funds and insights into the strategies
00:12:00 How income investors can strike the right balance
Watch more from Morningstar:
Are Mutual Funds Becoming Obsolete?
https://www.morningstar.com/podcasts/investing-insights/are-mutual-funds-becoming-obsolete-2
Brace Your Portfolio for Mega-IPOs
https://www.morningstar.com/podcasts/investing-insights/brace-your-portfolio-mega-ipos-2
The Portfolio That Has Been Beating the Classic 60/40, and Why It Matters for You https://www.morningstar.com/podcasts/investing-insights/portfolio-that-has-been-beating-classic-6040-why-it-matters-you-2
Follow Morningstar on social:
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Are Mutual Funds Becoming Obsolete?
Bryan Armour, Morningstar’s director of ETF and passive strategies research for North America, and Dan Sotiroff, Morningstar’s associate director of US passive strategies research, explain why ETFs and …
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Bryan Armour, Morningstar’s director of ETF and passive strategies research for North America, and Dan Sotiroff, Morningstar’s associate director of US passive strategies research, explain why ETFs and collective investment trusts or CITs are challenging mutual funds.
How Active ETFs Are Reshaping Fund Fees
On this episode:
00:00:00 Welcome
00:01:30 How ETFs and mutual funds are alike and different
00:03:34 What investors prefer now
00:06:10 Cases when owning a mutual fund instead of an ETF could be beneficial
00:09:58 Are ETFs still synonymous with passive investing?
00:12:33 Notable names behind the active ETF launches
00:14:58 Are mutual funds an endangered species?
Watch more from Morningstar:
Brace Your Portfolio for Mega-IPOs
The Portfolio That Has Been Beating the Classic 60/40, and Why It Matters for You
The Best Opportunities for Fund Investors Today
Follow Morningstar on social:
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Brace Your Portfolio for Mega-IPOs
2026 is the year of the mega-IPO. SpaceX, Anthropic, and OpenAI are working their way through the pipeline as anticipation builds for their blockbuster debuts. Elon Musk’s conglomerate is leading the shift from …
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2026 is the year of the mega-IPO. SpaceX, Anthropic, and OpenAI are working their way through the pipeline as anticipation builds for their blockbuster debuts. Elon Musk’s conglomerate is leading the shift from private to public markets. Demand is appearing to skyrocket to buy the companies the moment their stocks are publicly available. But is that the right move if you’re investing for the long term? Or are there better opportunities among stocks that are down on fears of AI competition, such as software as a service, or SaaS, stocks? These big private firms’ public arrivals will also affect index funds and 401(k)s.
So what should you make of all this? Paul Condra is the global head of private markets research for PitchBook, a Morningstar company. He and his colleagues are presenting this topic at the upcoming Morningstar Investment Conference in Chicago.
Why We Think the SpaceX IPO Is Overvalued
On this episode:
00:00:00 Welcome
00:01:46 Why SpaceX, Anthropic, and OpenAI Are Going Public Now
00:03:10 Why Morningstar Values SpaceX at Half the IPO Price
00:04:34 How Retail Investors Should Approach Buying SpaceX Stock
00:05:56Anthropic's IPO and Its Trillion-Dollar Valuation
00:07:12 OpenAI's Broken Economics and IPO Prospects
00:08:47 New Index Rules and What They Mean for Your 401(k)
Watch more from Morningstar:
The Portfolio That Has Been Beating the Classic 60/40, and Why It Matters for You
The Best Opportunities for Fund Investors Today
https://www.morningstar.com/funds/best-opportunities-fund-investors-today
Will Vacation Inflation Affect Your Summer Travel? Here’s What to Know
https://www.morningstar.com/stocks/will-vacation-inflation-affect-your-summer-travel-heres-what-know
Follow Morningstar on social:
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The Portfolio That Has Been Beating the Classic 60/40, and Why It Matters for You
Don't underestimate the benefits of portfolio diversification. A well-diversified portfolio can ride waves of market volatility, and new Morningstar research found that's what happened in 2025. When uncertainty …
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Don't underestimate the benefits of portfolio diversification. A well-diversified portfolio can ride waves of market volatility, and new Morningstar research found that's what happened in 2025. When uncertainty emerged at times during the generally bullish market, the report identifies which asset classes performed well, which didn't, and how the classic 60/40 portfolio fared. So, what are the biggest challenges for portfolio diversification today? Amy Arnott is one of the co-authors of the 2026 Diversification Landscape Report.
Why Portfolio Diversification Has Paid Off—but More Isn’t Always Better
On this episode:
00:00:00 Welcome
00:01:19 Market trends shaping investor sentiment in 2026
00:02:27 Leading and lagging asset classes year to date
00:03:15 Inside Morningstar's 2026 Diversification Landscape Report
00:04:11 60/40 vs. diversified test portfolio and how each performed
00:07:38 Rising inflation and what it means for bonds
00:10:48 How retirees and risk-averse investors can manage volatility
Watch more from Morningstar:
The Best Opportunities for Fund Investors Today
Will Vacation Inflation Affect Your Summer Travel? Here’s What to Know
Bond ETF Flows Just Flipped. Here’s What It Means for You
Follow Morningstar on social:
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The Best Opportunities for Fund Investors Today
Morningstar stamps what it thinks about a fund’s future with this Medalist Rating. You’ve probably seen a star with the word Gold, Silver, or Bronze next to a fund you were researching on Morningstar.com. This …
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Morningstar stamps what it thinks about a fund’s future with this Medalist Rating. You’ve probably seen a star with the word Gold, Silver, or Bronze next to a fund you were researching on Morningstar.com. This represents the fund’s Morningstar Medalist Rating. The manager research team recently reworked and simplified how they judge funds to create a simpler process for investors to understand. The new methodology also brings more transparency and stability. Some funds’ ratings rose, while others fell or held steady. What were the key factors that led to the upgrades and downgrades, and which funds gained or lost status?
Morningstar Senior Principal of Ratings Russ Kinnel was in a room where it happened. Russ, who is also the editor of Morningstar FundInvestor, is here to talk about it.
How Morningstar’s New Medalist Rating Methodology Affects 11 of America’s Largest Funds
On this episode:
00:00:00 Welcome
00:01:33 Why Morningstar refreshed its Medalist Rating methodology
00:02:43 How the new criteria evaluate active and passive funds
00:03:07 Rating changes across fund categories and equity style boxes
00:04:09 Fidelity Contrafund, Pimco Income, and Vanguard Total Stock Market Index reviewed
00:06:25 Upgrades for target date, bank loan, and allocation funds
00:08:44 High fees trigger downgrades for some funds
Watch more from Morningstar:
Will Vacation Inflation Affect Your Summer Travel? Here’s What to Know
https://www.morningstar.com/stocks/will-vacation-inflation-affect-your-summer-travel-heres-what-know
Bond ETF Flows Just Flipped. Here’s What It Means for You
https://www.morningstar.com/bonds/bond-etf-flows-just-flipped-heres-what-it-means-you
How Big Tech’s Bond Spree and Rising US Debt Are Creating Risks and Opportunities
Follow Morningstar on social:
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Will Vacation Inflation Affect Your Summer Travel? Here’s What to Know
Macroeconomic conditions are squeezing US airlines and travelers just in time for the summer travel season. Higher fuel costs due to the conflict in the Middle East are pushing up ticket prices. The latest …
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Macroeconomic conditions are squeezing US airlines and travelers just in time for the summer travel season.
Higher fuel costs due to the conflict in the Middle East are pushing up ticket prices. The latest Consumer Price Index report showed fares rose by about 3% in April. Meanwhile, choices for cheap seats decreased when Spirit Airlines went out of business in May. The ultra low-cost carrier blamed soaring energy prices. What does this uptick in energy inflation mean for airlines’ profits and travelers’ wallets?
Nic Owens is an equity analyst for Morningstar and covers the North American airlines.
April CPI Report Shows Inflation Broadening As Energy Spike Impact Spreads
On this episode:
00:00:00 Welcome
00:01:21 Energy prices and airline profit outlooks
00:02:40 How this summer's travel demand stacks up
00:04:01 Which Big Four airlines are most and least vulnerable
00:05:44 Who will compete for Spirit's former customers
00:07:00 Tips for travelers
00:08:51 What Morningstar’s analyst thinks about airline stocks
Watch more from Morningstar:
Bond ETF Flows Just Flipped. Here's What It Means for You
How Big Tech's Bond Spree and Rising US Debt Are Creating Risks and Opportunities
10 Exceptional Stocks With Double-Digit Dividend Raises
Follow Morningstar on social:
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Bond ETF Flows Just Flipped. Here's What It Means for You
ltrashort bond funds are experiencing highs and lows this year. They racked up a record $24 billion monthly inflow in March. But their fortunes reversed in April. Investors yanked out $1.6 billion. It was the …
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ltrashort bond funds are experiencing highs and lows this year.
They racked up a record $24 billion monthly inflow in March. But their fortunes reversed in April. Investors yanked out $1.6 billion. It was the biggest monthly outflow for the category in about two years. Ultrashort bond funds and similar fixed-income investments attract investors seeking a safe haven. They also generate cash and help moderate portfolio risks. So why are investors leaving now? What should you know before adding them to your portfolio?
Morningstar’s ETFInvestor newsletter editor Dan Sotiroff is here to answer that. And the associate director of US passive strategies research will reveal which shorter-term bond ETFs have high ratings from Morningstar.
Subscribe to Morningstar Investor Newsletters
https://newsletters.morningstar.com/
On this episode:
00:00:00 Welcome
00:01:33 Three types of shorter-term bonds explained
00:03:54 Comparison to money market funds and CDs
00:07:05 Why investor poured into funds before reversing course
00:08:34 Who else are these suited for beyond income investors
00:11:11 Top-rated ultrashort and short-term bond ETFs
00:13:22 Top-rated short-term government bond ETFs
00:14:09 Takeaway for income investors
Watch more from Morningstar:
How Big Tech’s Bond Spree and Rising US Debt Are Creating Risks and Opportunities
10 Exceptional Stocks With Double-Digit Dividend Raises
Investors May Be Ignoring Big Market Disruptions. Is There Risk to the Rebuff?
Follow Morningstar on social:
Facebook https://www.facebook.com/MorningstarInc/
X https://x.com/MorningstarInc
Instagram https://www.instagram.com/morningstarinc/?hl=en
LinkedIn https://www.linkedin.com/company/morningstar/posts/?feedView=all
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How Big Tech's Bond Spree and Rising US Debt Are Creating Risks and Opportunities
Is a global debt emergency on the horizon? Big Tech’s bond-issuing spree is helping to pay for its massive artificial intelligence buildout. And it’s not expected to slow down this year. Meanwhile, the US …
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Is a global debt emergency on the horizon?
Big Tech’s bond-issuing spree is helping to pay for its massive artificial intelligence buildout. And it’s not expected to slow down this year. Meanwhile, the US federal deficit has swelled to about $39 trillion, according to the US Treasury Department. That’s raising red flags about the potential impact on the Treasuries market. Government and corporate debt are growing but for different reasons. How should investors think about it?
Dominic Pappalardo is the chief multi-asset strategist for Morningstar Wealth. It’s part of registered investment advisor, Morningstar Investment Management.
Why Bonds Still Have Long-Term Appeal Despite Recent Wobbles
On this episode:
00:00:00 Welcome
00:01:29 Big Tech's AI bond-issuing spree explained
00:03:51 What's driving the US federal deficit higher
00:06:04 Calls to prepare for a bond market emergency
00:07:38 Government vs. corporate debt key differences
00:08:45 Potential risks lurking in today's bond market
00:10:33 Bond portfolio opportunities and investor takeaways
Watch more from Morningstar:
10 Exceptional Stocks With Double-Digit Dividend Raises
Investors May Be Ignoring Big Market Disruptions. Is There Risk to the Rebuff?
Vanguard Wrote the Playbook for Success. Now, It Must Evolve to Stay on Top
Follow Morningstar on social:
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10 Exceptional Stocks With Double-Digit Dividend Raises
A rare group of dividend-paying stocks are standing out for their exceptional qualities. They’ve racked up five straight years of dividend growth of 10% or more. And they’ve passed several rigorous checks …
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A rare group of dividend-paying stocks are standing out for their exceptional qualities. They’ve racked up five straight years of dividend growth of 10% or more. And they’ve passed several rigorous checks. Morningstar’s DividendInvestor newsletter editor David Harrell dug into the data to identify this year’s class of Dividend Growers.
Subscribe to Morningstar’s DividendInvestor newsletter.
On this episode:
00:00:00 Welcome
00:01:08 Dividend Growers qualifications and key caveats
00:03:17 How the 2026 Dividend Growers list changed from last year
00:04:11 Meet the three newcomers: Intuit, Motorola Solutions, and TJX
00:05:43 Near-miss stocks and why the group’s average yields run higher
00:08:19 Who dividend growth stocks suit
00:11:13 Which 2026 Dividend Growers look undervalued now
Watch more from Morningstar:
Investors May Be Ignoring Big Market Disruptions. Is There Risk to the Rebuff?
Vanguard Wrote the Playbook for Success. Now, It Must Evolve to Stay on Top
Vanguard Is Entering a New Era. Can It Keep Winning for Another 50 Years?
Follow Morningstar on social:
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LinkedIn https://www.linkedin.com/company/morningstar/posts/?feedView=all
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Investors May Be Ignoring Big Market Disruptions. Is There Risk to the Rebuff?
What’s fueling Wall Street’s optimism? While geopolitical tensions between the US and Iran are dominating headlines, US stocks recently hit an all-time high. The global oil shock is just one major disruption to …
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What’s fueling Wall Street’s optimism? While geopolitical tensions between the US and Iran are dominating headlines, US stocks recently hit an all-time high. The global oil shock is just one major disruption to rattle investors before receding this year. The enthusiasm for the artificial intelligence boom also waned in early 2026. So, what should investors make of the market’s fluctuating mood? Tom Lauricella is the global markets editor for Morningstar Inc. and the editor of Smart Investor newsletter.
What War? US Stocks Hit Record Highs
On this episode:
00:00:00 Welcome
00:01:20 Markets’ Response to the Iran War
00:02:40 Why Stocks Hit Record Highs Despite the Oil Shock
00:04:50 Earnings Season and Investor Sentiment
00:05:49 Big Tech Crosswinds and the Bond Market
00:09:04 Concerns About Private Credit Markets
00:11:07 Inflation, the Fed, and Leadership Transition
Watch more from Morningstar:
Vanguard Wrote the Playbook for Success. Now, It Must Evolve to Stay on Top
Vanguard Is Entering a New Era. Can It Keep Winning for Another 50 Years?
These 8 Funds Could Help Steady Portfolios During Rough Markets
Follow Morningstar on social:
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Vanguard Wrote the Playbook for Success. Now, It Must Evolve to Stay on Top
Vanguard redefined investor-first for the better, and it’s aiming to maintain that reputation. Vanguard revolutionized passive investing when it created the first retail index fund. The behemoth asset manager …
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Vanguard redefined investor-first for the better, and it’s aiming to maintain that reputation. Vanguard revolutionized passive investing when it created the first retail index fund. The behemoth asset manager continues to attract swells of everyday investors and money with headline-making fee cuts that put pressure on rivals to follow suit. But Vanguard is also seeking to develop an edge in new areas. It’s going full force on active bond ETFs, for example, and creating a target-date trust series to provide retirees the security of a predictable income. This week’s episode is the second of a two-part series examining what’s going on with Vanguard in 2026. Dan Sotiroff, associate director of US passive strategies research for Morningstar, covers Vanguard.
Vanguard Is Entering a New Era. Can It Keep Winning for Another 50 Years?
On this episode:
00:00:00 Welcome
00:01:40 Vanguard's Growth: Challenges of Doubling Its Client Base
00:03:28 Vanguard's Evolving Leadership
00:06:15 Fund Fee Cuts and Revenue Impact
00:10:17 Target-Date Fund Series With TIAA to Offer Guaranteed Income
00:12:04 Combining Public and Private Assets in Multi-Asset Investments With Wellington and Blackstone
00:14:39 Active Fixed-Income Push and Two New High-Yield Bond ETFs
00:19:51 Vanguard's Top Priorities for 2026
Watch more from Morningstar:
Vanguard Is Entering a New Era. Can It Keep Winning for Another 50 Years?
These 8 Funds Could Help Steady Portfolios During Rough MarketsWhy Bond Funds Benefit from Active Management
Follow Morningstar on social:
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Vanguard Is Entering a New Era. Can It Keep Winning for Another 50 Years?
Will Vanguard’s next 50 years live up to its first half century? The popular investment firm counts millions of everyday investors among its clients. Vanguard CEO Salim Ramji joined the firm from its rival …
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Will Vanguard’s next 50 years live up to its first half century? The popular investment firm counts millions of everyday investors among its clients. Vanguard CEO Salim Ramji joined the firm from its rival, BlackRock. Ramji is influencing Vanguard’s direction while keeping the overall mission intact. But the company continues to evolve under the new leadership, with a greater emphasis on advice and the launch of new funds. This episode is the first of a two-part series examining what’s going on with Vanguard in 2026. Dan Sotiroff, Vanguard analyst and the associate director of US passive strategies research for Morningstar, joined Investing Insights.
Vanguard Investors Cleaned Up https://www.morningstar.com/funds/vanguard-investors-cleaned-up
On this episode:
00:00:00 Welcome
00:01:28 Vanguard’s New Era Under CEO Salim Ramji
00:02:56 Vanguard Splits Into Two Investment Advisors
00:07:17 Analyst’s Thoughts on the Firm’s SEC Scrutiny and Fine
00:10:03 Seeking ETF Share Class Approval for Active Funds
00:12:01 New Active Equity ETFs and Coverage Outlook
Watch more from Morningstar:
These 8 Funds Could Help Steady Portfolios During Rough Markets
Why Bond Funds Benefit from Active Management
These Top Tech Stocks Can Stand Up to AI Risks
Follow Morningstar on social:
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X https://x.com/MorningstarInc
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