Business development companies are set for their worst year relative to the S&P 500 since 2020, leading some investors to question their future in the $1.7 trillion private credit market. The ...

Based on the conventional wisdom in the financial-planning industry and in financial media, you'd think the new world of low-cost exchange-traded funds and index funds is a straightforward win-win for ...

It’s easier to make a case for using fairly priced, proven active bond funds than it is for stock funds. That’s the upshot of recent research by Morningstar’s Eric Jacobson and Maciej Kowara. In “The ...

There’s also a ticking time bomb: the “Big Three” asset managers—BlackRock, Vanguard, and State Street—own a large and growing share of corporate America. These fund families make their living on an ...

The ability to outperform during volatile periods is an oft-touted benefit of actively managed mutual funds and ETFs. However, just 33% beat their average index fund counterpart from July 2024 through ...

The American Funds 2020 Target Date Retirement Fund falls within Morningstar’s target-date 2020 category. This is part of the American Funds target-date series, which ranges from target retirement ...

Target-date funds (TDFs) are perhaps the biggest "cheat code" in the investment world. It's a living, breathing portfolio in a single product, providing access to multiple variations of stocks and ...

Based on the conventional wisdom in the financial-planning industry and in financial media, you’d think the new world of low-cost exchange-traded funds and index funds is a straightforward win-win for ...