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The surging popularity of passive investing has left active asset managers scrambling. That’s the headline story, but it’s not the whole one, as we’ve detailed in recent issues of Morningstar magazine. For one thing, active exchange-traded funds have seen net inflows even as their mutual fund counterparts lost shareholders. And unlike active equity managers, most…

There are four ways to evaluate funds with Morningstar Investor: screening for securities, exploring the Comparables section of a security report, comparing within fund families, and reading fund analyst reports.1. Screen for securities. Use the Screener tool to filter securities by expense and performance data points, as well as with Morningstar-exclusive criteria such as Medalist…

JPMorgan Developed International ValueR5JPVRXForeign Large Value –> Get the Report 22.97%60.650%Below AverageRetirement, Large$0JPMorgan Global Bond Opportunities AGBOAXGlobal Bond –> Get the Report 2.67%800.900%Below AverageFront Load$1,000JPMorgan Global Bond Opportunities CGBOCXGlobal Bond–> –> Get the Report 2.44%851.300%LowLevel Load$1,000JPMorgan Global Bond Opportunities IGBOSXGlobal Bond –> Get the Report 2.64%810.650%AverageInstitutional$1.0 MilJPMorgan Global Bond Opportunities R6GBONXGlobal Bond–> –> Get the…