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FUND News & Analysis

Is your index fund tracking the right index? Here’s what to look for
Funds
Is your index fund tracking the right index? Here’s what to look for
Understanding these 6 qualities of the best indexes can help investors choose among thousands of index funds.
Morningstar | 22 February 2024
Active vs. passive in listed real estate
Funds
Active vs. passive in listed real estate
Deciding whether to use an active or passive vehicle for the different allocations within an investment portfolio is an important decision that...
Steven Le | 12 November 2023
Manager profile: A growth fund without tech stocks?
Funds
Manager profile: A growth fund without tech stocks?
Highly unorthodox moves that worked for this highly regarded manager.
Gregg Wolper | 13 April 2023
The Australian funds most exposed to Afterpay-owner Block
Funds
The Australian funds most exposed to Afterpay-owner Block
A scathing short-seller report has targeted Jack Dorsey’s Block, driving a sharp selloff in its locally listed shares. We identify the...
Joshua Peach | 24 March 2023
The Australian ETFs and funds with SVB exposure
ETFs
The Australian ETFs and funds with SVB exposure
ASX companies deposited in Silicon Valley Bank will be able to access their money in full as regulators step in, but funds and ETFs invested in...
Joshua Peach | 13 March 2023
Drive to survive
Funds
Drive to survive
A focus on the investment process. What’s under the hood of the best fund managers?
Shamir Popat | 28 November 2022
3 newly rated funds for ESG portfolios
Funds
3 newly rated funds for ESG portfolios
We've initiated coverage on three new funds
Annika Bradley | 31 August 2022
New year, new you: Slimming down a portfolio
Personal Finance
New year, new you: Slimming down a portfolio
Three suggestions for decluttering your holdings.
Lewis Jackson | 14 January 2022
Global equity funds: Changes to Morningstar Analyst Ratings
Funds
Global equity funds: Changes to Morningstar Analyst Ratings
Morningstar makes changes to the active funds under coverage.
Michael Malseed | 17 August 2021
Can US bond funds repel the indexers?
Fixed Income
Can US bond funds repel the indexers?
If so, the industry’s leaders must perform better.
John Rekenthaler | 19 November 2020