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This Overlooked Asset Class Is Getting an AI Boost

Recent gains have sparked renewed interest in convertibles. Here’s what to know about their unique risk/reward profile before investing.

The Top Funds for a Simpler Retirement Portfolio

For retirement savers and retirees, Christine Benz highlights all-in-one funds and core funds that can serve as building blocks for a streamlined portfolio.

When Diversification Doesn’t Tame the Ride

Low concentration doesn’t necessarily mean lower risk.

ARK Venture Adds an Exit Door. Will Anyone Be on the Other Side?

A new tokenized share class allows shareholders to sell outside the fund’s quarterly windows, but the fund’s fees and private-company valuations stay the same.

Which Fund Families Give Their Stock-Pickers the Longest Leash?

And what it means for the risk when a manager heads for the door.

How to Choose the Right Gold ETF

What’s the best gold ETF? This framework can help you choose the right gold ETF for your portfolio.

These 2 Muni Funds Invest Where Most Separate Accounts Don’t

Active managers with the flexibility to own AMT bonds can tap into a part of the market that most SMAs leave on the table.

Don’t Make This Mistake When Chasing Higher Bond Yields

Plus, nine bond ETFs that Morningstar analysts like.

Why Dodge & Cox Income Is Tough to Beat

Seasoned, patient, contrarian managers set this strategy apart.

Where Fund Investors Are Turning for Inflation Protection

Short-term bonds and commodities raked in assets in August, while sector equity trends reversed.

These Growth Funds Were Ahead of Their Indexes on the AI-Buildout Trade

Micron and Western Digital were value stocks until the AI buildout. Morningstar’s Active Score reveals which growth managers had the leeway to scoop them up before their growth accelerated—and which didn’t.

The Best Short-Term and Ultrashort Bond Funds and ETFs to Buy

These funds and ETFs earn top ratings from Morningstar in 2026.

New Enhancements for Morningstar’s Semiliquid Fund Medalist Ratings

Here’s what to know about the updated semiliquid fund rating methodology.

Don’t Miss Out on These ETFs

Three of the best (and smallest) ETFs around.

Vanguard Dividend Appreciation ETF Remains a Star

A focus on subpar recent performance misses the long-term proposition.

Jeff Ptak: The Simple Secret to Becoming a Better Investor

The author of Morningstar’s Mind the Gap research on why investors can benefit from simpler portfolios, less trading, and avoiding the temptation to chase performance.

My Favorite Active ETFs

Good managers are now available in cheaper, more tax-efficient wrappers. These 13 active ETFs all have Morningstar Medalist Ratings of Gold.

Why the Next Generation of ETFs Looks Riskier for Investors

ETFs have come a long way from their passive roots. Most soon-to-be-launched ETFs look more like gambling than investing.

What’s Really Happening With Active ETFs, and Which Ones Are Resonating With Investors

A few big winners are making a dent in a market long dominated by passive index-trackers.

The Best Active ETFs to Buy in 2026

These actively managed exchange-traded funds with high ratings are good long-term investments.

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