Morningstar

ETF Upside

ETFs Lose Some Edge Over Mutual Funds as Fees Decline

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The good news for the ETF industry is that fees don’t appear to be the reason people choose them.

2 min read

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ETF Upside

April Marks Worst Month of ETF Inflows in a Year

ETFs attracted $58 billion in assets last month, the lowest since April 2024, according to Morningstar Direct.

1 min read
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ETF Upside

Are ‘Black Swan’ ETFs Worth a Gander?

The funds, also known as tail risk ETFs, are designed to do well when the market drops but underperform in the long run.

2 min read
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ETF Upside

The Not-So-Transparent Fees Hiding in the ETF Market

Not required to be disclosed, index licensing fees create a thin layer of fog over the transparent investment products.

2 min read

ETF Upside

Capital Group, Dimensional Top Active ETF Inflows Amid Volatility

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While passive US large-cap ETF flows overshadowed those of their active counterparts, sales for the latter are still growing quickly.

2 min read

Advisor Upside

Recession on the Horizon? Advisors Debate the 60/40

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While equities have shined over the past two years, some advisors are sticking with the classic portfolio.

3 min read

Photo illustration by Connor Lin / The Daily Upside, Photo by Ljupco via iStock

OP-ED | Advisor Upside

7 Deadly Investing Sins Clients Make

Never underestimate the all-too-human instinct to believe anything we want.

5 min read
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Advisor Upside

Almost Half of America Doesn’t Have Enough to Retire

A Morningstar report found that 45% of Americans will experience retirement-funding shortfalls, motivating some to work into their 70s.

1 min read
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Advisor Upside

Morningstar CEO: ‘The Wolf’ Is Coming For AUM Fees

Stocks generated a healthy 12% annualized return over the past decade, but AUM fees may come into question in a downturn.

2 min read

Advisor Upside

Fund Fees Hit Record Lows Last Year – And Maybe Rock Bottom

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It took more than a decade, but fund fees may have finally hit their lowest possible levels, according to the latest Morningstar research.

2 min read

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