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Company: Morningstar Inc.

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Ecology, sustainability concept

Global sales dropped in the first quarter but Canada was an exception, Morningstar reports

African businessman holding letter reading bad bank news about debt

Fees and disappointing returns are rarely deal breakers

Inflation written newspaper

Debt levels put Canadians at higher risk to interest rates, portfolio manager warns

Number of corporate-class fund share classes, 2015-2023

Changes in the market environment have made the structure less tenable six years after legislation removed a main tax advantage

Extreme closeup of an annual report -- based on the "portfolio facts," the fund is a 100% stock mutual fund

Asset managers launched low-vol, covered call and low-fee index funds to start the year

Closed sign in a shop showroom with reflections

Data from Morningstar Direct shows that more than 2,000 U.S. mutual funds closed over the past 10 years


Morningstar and As You Sow said the category could make ESG fund comparisons more difficult for investors

Oil well with the pump jack in action. Alberta

More than three in four Canadian sustainable equity funds underperformed their category peers in Q2

Bear run or bearish market trend in crypto currency or stocks. Trade exchange background, down arrow graph for decrease in asset value. Cryptocurrency stock share price chart. Global economy crash

Investors withdrew US$136 billion globally from mutual funds and ETFs in the first half of this year

Flat Illustration concept customer rating on tablets

Asset managers are beefing up proxy voting policies in response, research finds