THEMATIC FUNDS News & Analysis

Morningstar's John Rekenthaler explores why investors chasing a theme typically lose more money than they make.

Despite a recent performance rebound, most ARK Innovation ETF investors have lost money.

Our framework can categorise the universe into four broad themes: technology, physical world, social, and broad thematic

'Just a flash in the pan,' 'too risky,' and 'more likely to close' are just some of the accusations made about thematic funds. But what does the data...

Investors can win big if they catch a trend at just the right time. But they can lose big, too.