As retirement rules evolve, individual investors are seeking clearer explanations of how new regulations intersect with emerging investment themes. Investment strategist Alex Green has recently ...

Artisan Partners, an investment management company, released its fourth-quarter 2025 investor letter for “Artisan Small Cap Fund”. A copy of the letter can be downloaded here. The Fund seeks to invest ...

GPIX varies its covered call portfolio coverage (overwrite) levels dynamically depending on market conditions such as the S&P 500's volatility. This allows GPIX to capture a lot of the S&P 500's ...

FXZ boasts a 17% YTD and 37% 12-month return, superior dividend growth, and lower valuations than peers. Read more on the bullish thesis of FXZ ETF.

U.S. industrial stocks have started 2026 on a firm footing, supported by improving activity data and renewed investor interest in cyclical sectors. Against this backdrop, the Industrial Select Sector ...

This fund is not currently covered by a Morningstar analyst. How do we decide what funds to cover? We’re committed to covering those funds that are most relevant to investors and that hold a ...

This fund is not currently covered by a Morningstar analyst. How do we decide what funds to cover? We’re committed to covering those funds that are most relevant to investors and that hold a ...

There are 1,600 fewer stock and bond funds than only a decade earlier, and lower fees are increasingly driving outperformance in those investments, a Morningstar study concluded. Processing Content ...

Investors interested in maintaining exposure to both equity and fixed-income securities may consider betting on balanced mutual funds. Also, these mutual funds are believed to provide greater returns ...

Though assets continue to flow out of mutual funds into more tax-efficient vehicles, the threat of capital gains taxes may be keeping trillions of dollars locked in limbo, a new study found.