Every year, the market has a theme. For 2026, I think it will be this: If you buy stocks in the new year, your return will be ...

The results are not flattering for active management. Over a 1-year period, about 94.7% of Canadian equity funds underperformed the index. Over 3 years, that figure rises to 93.7%. Over 5 years, 84.5% ...

How about a three-times leveraged bet on Nvidia? Such complexity comes at a cost, and not just to an investor’s sanity.

The best Fidelity index funds for 2026, of course, boast all of these qualities—all while tracking well-built indexes that ...

To find the best large-value funds and exchange-traded funds to buy, we screened for the lowest-cost primary share classes earning a Morningstar Medalist Rating of Gold with 100% analyst coverage. All ...

Asset managers like Coatue, D1, Tiger Global, and more are diving into the private markets again. This cohort of funds, known as the Tiger Cubs, helped fuel private market valuations in 2020 and 2021.

I have been on Morningstar’s 401(k) committee for more than 25 years. In that capacity, I work with colleagues to choose and monitor the funds available to employees in that plan. Although options for ...

You want someone in the practice of managing money managing your money. If that’s not you, hire someone excellent that makes you feel powerful and doesn’t talk to you like they went to Yale and you ...

It's difficult to put an exact price tag on how much index funds have saved investors since their creation in 1975. But it's safe to say it's a big number. It's also safe to say that the savings ...

If your portfolio feels like a one-legged stool stable until it isn’t, you’re in the right place. This guide shows you how to spread risk intelligently so you can sleep at night and still reach your ...

The $11 trillion in assets manager has shifted its recommended allocations to 70% fixed income. It now has more than $1 trillion in funds committed to bonds. In investing’s age-old active versus ...