Like many indexes, the S&P 500 is market capitalization-weighted, which means the greater the size of the company, the more ...

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 ...

Ask a beginner retail investor what they think best predicts whether a fund will outperform, and the answers tend to vary. Some point to the long-running dominance of U.S.-focused funds as evidence ...

Your portfolio might not be as diversified as you think. The US market has been dominated by a group of mega-cap tech stocks known as the Magnificent Seven. These giants have delivered strong returns, ...

A Morningstar study reveals that passively managed index funds generally outperform actively managed funds. Lower operating costs are a key factor in the superior performance of index funds. This ...

Active managers’ long-term struggles have been most acute in the large-cap category where only 8% of funds beat their average passive rival over the decade, Morningstar finds. In the competition ...

Older adults likely began their investing careers before exchange-traded funds existed and have stuck with traditional mutual funds. But as retirement approaches, many investors look at their ...