Actively managed funds are generally said to outperform index funds in times of volatility. That wasn't the case over the ...

A look into Morningstar’s database suggests portfolio managers willing to make unorthodox choices are top performers.

Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today published its first-ever Morningstar Medalist RatingsTM for Semiliquid Funds. These forward-looking, ...

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Consider the nearly 3,900 actively managed U.S. equity mutual funds and exchange-traded funds tracked by investment researcher Morningstar.

The US’s largest issuer of actively managed exchange traded funds is set to launch its first ETFs in Europe, in a move that will widen the choices for UK retail investors.

Morningstar found that just 33% of actively run mutual funds and exchange-traded funds beat similar types of passive index funds over the 12 months through June 2025 and survived through that period.

Morningstar will begin releasing its medalist ratings for semiliquid funds in the third quarter of 2025, focusing first on US-based semiliquid strategies.