Company: Morningstar Inc.

258 results found
Sustainable investing

Active fixed income funds dominated the space in a modest quarter, according to Morningstar

investment growth

Assets rise, but outflows continue in Q2, Morningstar reports

ESG real estate

The backlash to ESG investing fails to find traction with investors, Morningstar reports

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

environment

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