Vanguard slipping to second place in fund flows race
ETFs
Vanguard slipping to second place in fund flows race
After 15 years, Vanguard is set to hand the top spot to iShares, thanks to active fund outflows.
China stock plunge hits emerging-market funds
Funds
China stock plunge hits emerging-market funds
Investors in emerging-markets equity funds are getting hit with a one-two punch.
Is ARK innovation a growth or a value fund?
Funds
Is ARK innovation a growth or a value fund?
Cathie Wood says ARKK is a “deep value” fund now. But Morningstar’s data shows it's still a growth fund, just with stocks that are...
6 charts on US markets in 2021
Markets
6 charts on US markets in 2021
Stocks post a third year of double-digit gains but bonds falter.
ARK Innovation ETF has likely been a disappointment for most investors
ETFs
ARK Innovation ETF has likely been a disappointment for most investors
Investors are fleeing for the exits amid the fund's underperformance this year.
The first Bitcoin ETF topped $550m in assets on day one
ETFs
The first Bitcoin ETF topped $550m in assets on day one
ProShares Bitcoin Strategy ETF lived up to the hype even as investors were urged to be cautious.
US market performance in 7 charts: Q2 2021
Markets
US market performance in 7 charts: Q2 2021
Bond markets recover and stocks post broad gains.
One year since the coronavirus crash: US market volatility and performance in 7 charts
Markets
One year since the coronavirus crash: US market volatility and performance in 7 charts
Investors who stood firm were rewarded as the markets recovered, and then some.
Was Tesla key to ESG outperformance last year?
Funds
Was Tesla key to ESG outperformance last year?
Maybe, but there were other factors at play, writes Morningstar’s Katherine Lynch.