MUTUAL FUNDS News & Analysis

After 15 years, Vanguard is set to hand the top spot to iShares, thanks to active fund outflows.

Eventually, exchange-traded funds will eclipse managed funds and become the industry standard, writes John Rekenthaler.

Performance may be the first thing many people look at when evaluating a fund, but it’s not the most important consideration, writes Karen...

Large growth maintains its supremacy in the Morningstar Style Box during a volatile first half for mutual funds. 

Most retail investors don't know what their peers are doing. It’s difficult to engage in herd behaviour when you can't see the herd.

Bear markets typically have four stages, John Rekenthaler says, drawing lessons from Black Monday, and the global financial crisis to explain the...

Morningstar US columnist John Rekenthaler on how an outsider conquered the fund industry.

Liquidity, transparency, and tax efficiency are hallmarks of ETFs, but Ben Johnson says some of these benefits can be oversold.