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PORTFOLIO HOLDINGS DISCLOSURE News & Analysis

Building a 3 ETF portfolio in 2025
ETFs
Building a 3 ETF portfolio in 2025
This week’s episode of Investing Compass looks at building a 3 ETF portfolio with Morningstar research and data.
Shani Jayamanne | 24 March 2025
7 investing lessons from my years at Morningstar
Personal Finance
7 investing lessons from my years at Morningstar
Always remember to go beyond the label, stick to your investing guns (and goals) and consolidate those super accounts.
Emma Rapaport | 20 May 2022
Financial services industry opts for secrecy and investors lose out – again: Editor's Note
Funds
Financial services industry opts for secrecy and investors lose out – again: Editor's Note
Investors are entitled to know how their money is being invested, writes Emma Rapaport.
Emma Rapaport | 19 November 2021
No room on the ARK?
Funds
No room on the ARK?
If performance turns for the worst, money that has been quick to come may be quicker yet to go, writes Morningstar's Ben Johnson.
Ben Johnson | 11 March 2021
Aussie funds keep investors in the dark
Funds
Aussie funds keep investors in the dark
Substandard portfolio disclosures should be a concern for all industry participants, a Morningstar study argues.
Emma Rapaport | 16 December 2020
IPOs to gain momentum after lull
Stocks
IPOs to gain momentum after lull
Despite the pandemic, initial public offerings have performed well overall, and much better than they did in 2019 or 2018.
Nicki Bourlioufas | 19 October 2020
Fund spy: Why Aussie funds don't tell you what stocks they own
Funds
Fund spy: Why Aussie funds don't tell you what stocks they own
The watchdog has again delayed its requirement for super funds to reveal what's in their portfolios
Glenn Freeman | 05 November 2019