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…

Editor’s Note: A version of this article was published on Jan. 23, 2024. If you want to know how a fund has performed, total returns are the first place to look. But performance is less meaningful if few shareholders are around to benefit from it.To get a better sense of which funds have created the…

SMBC chief economist Joe LaVorgna discusses the politics behind Moody’s cutting America’s credit rating on ‘Making Money.’ Housing affordability is a major consideration when purchasing a home that often varies based on the market in which homebuyers are looking to purchase.  In its “April Housing Trends Report,” Realtor.com identified the markets in the U.S. in…

Building wealth is one thing—keeping it is another. Market fluctuations, inflation, and economic downturns can pose challenges, but a well-structured financial plan helps individuals grow their assets while protecting them from unnecessary risks. The key is finding the right balance between growth and security. For many, ensuring a comfortable retirement is a top priority. Pensions play a…

If you’re just starting out, investing can seem like a maze. But the best strategies are often the simplest. These five approaches are proven to help new investors expand confidence, reduce risk, and stay focused on long-term results. Each one is a building block in understanding how to make money investing not just once, but…

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Building wealth is one thing — maintaining it is another. For high-net-worth individuals (HNWIs), financial success isn’t just about how much money you’ve accumulated; it’s about how strategically you manage it. Preserving wealth requires smart planning, from tax efficiency to investment diversification and estate planning.There’s no universal definition of a high-net-worth individual, but according to…