Kunal Kapoor, CEO, Morningstar says most asset classes have delivered good long-term returns and investors should stay ...

Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today announced the expanded availability of its investment data on Snowflake, the AI Data Cloud company.

In my more than three decades working with the institutional investor community—is it really that long?!—I’ve learned that setting up consistent listening points is a good way to better understand ...

Evergreen funds grew over 25% to $534.6 billion in 2025, with BDCs leading growth despite rising redemption requests ...

Susan Dziubinski: Our second question this week comes from George, who asks, “Dave often mentions the term core holding. What’s the definition of a core holding? And if there’s no formal definition, ...

VanEck Morningstar Wide Moat ETF (NYSEARCA:MOAT) is down about 7% so far in 2026, yet it has returned roughly 9% over the past year and 259% over the past decade. Near-term pressure against a durable ...

Within a given year, is there any advantage to taking your required minimum distributions as soon as you can, or taking it ...

Morningstar research suggests that clients retiring in 2026 could start with a withdrawal rate of 3.9% and, adjusting for inflation, continue through a 30-year retirement without running out of money.

Private equity in 401(k)s may face significant liquidity strains, reducing returns and complicating plan management, ...

The First Trust Morningstar Dividend Leaders Index Fund ( FDL) is a passively managed ETF focusing on high-yielding U.S.

Morningstar shares have underperformed recently but have delivered a 1,210% total return since their 2005 IPO. MORN is rated Hold by Seeking Alpha analysts, but I rate it a Buy based on four key ...

Payable Mar 31; for shareholders of record Mar 26; ex-div Mar 26. More on First Tr Morningstar Dividend Leaders Index Fund ETF FDL: Basics Of The First Trust Morningstar Dividend Leaders Index Fund ...