Investing Insights How Will the Midterm Elections Affect the US Economy? Preston Caldwell and Ivanna Hampton
3 Great ETFs That Hold SpaceX Hundreds of ETFs now hold SpaceX, but few own much. Zachary Evens Sep 9, 2026
How Technology Stocks Have Influenced Broad Value Indexes The more things change, the more they stay the same. Daniel Sotiroff Sep 9, 2026
Is This ETF Still an Unstoppable Yield Machine? ULTY attracted investors with eye-popping distributions, but its performance has been disappointing. Amy C. Arnott, CFA Sep 8, 2026
Why We Downgraded Vanguard Short-Term Bond Index Fund ETF Plus, other Morningstar Medalist Rating highlights from August. Rafael Ramirez Sep 8, 2026
What’s Next for Gold Prices After the Latest Rebound? Gold bounced in late August after a steep decline in the first half of 2026. Valerio Baselli Sep 4, 2026
What Bond ETF Investors’ Shifting Tactics Tell Us About the Fed’s Plan for Inflation US ETF inflows surpassed $179.4 billion in August, with ultrashort bond ETFs accounting for $12.1 billion. Brian Paoli Sep 3, 2026
Tax-Efficient Retirement-Saver Portfolios for ETF Investors Composed of broad-market equity ETFs and smaller allocations to municipal bonds, these portfolios are designed for retirement savers’ taxable accounts. Christine Benz Sep 3, 2026
Tax-Sheltered ESG Retirement-Saver Portfolios for ETF Investors These low-cost ETF portfolios are designed to deliver potent asset-class exposures to ESG-conscious investors saving for retirement. Christine Benz Sep 3, 2026
Tax-Sheltered Retirement-Saver Portfolios for ETF Investors These three portfolios are geared toward the tax-deferred accounts of people who are still working and saving for retirement. Christine Benz Sep 3, 2026
Tax-Efficient Retirement-Bucket Portfolios for ETF Investors These tax-efficient portfolios are geared toward retirees who are seeking simplicity and balance. Christine Benz Sep 3, 2026
Tax-Sheltered ESG Retirement-Bucket Portfolios for ETF Investors These in-retirement portfolios invest in ESG-friendly ETFs that should provide marketlike exposures. Christine Benz Sep 3, 2026
Tax-Sheltered Retirement-Bucket Portfolios for ETF Investors These portfolio mixes are geared to retirees with different time horizons and risk tolerances or capacities. Christine Benz Sep 3, 2026
Vanguard Closes the Gap With BlackRock on ETFs Where the largest managers rank versus the competition by size, ratings, and experience. Alyssa Stankiewicz, Bridget B. Hughes, CFA, and Maciej Kowara Sep 1, 2026
Markets Brief: Value ETFs Making a Big Tech Bet, Nvidia’s Dealmaking, and the Cybersecurity Stock Outlook The ripples from the AI stock boom are even showing up in value-stock ETFs. Tom Lauricella Aug 31, 2026
Why Bitcoin Surged to $80,000, and What May Come Next US debt worries, inflows into ETFs, and a weaker dollar have triggered bitcoin’s latest rebound. Valerio Baselli Aug 26, 2026
These Dubious Investments Prey on Your Worst Instincts Morningstar’s Jeff Ptak weighs in on private markets, thematic ETFs, and crypto. As for private assets in 401(k)s, he’s not mincing words: ‘I hate it.’ Jeffrey Ptak, CFA, Christine Benz, and Amy C. Arnott, CFA Aug 23, 2026
New ETFs Are Launching Fast. Proceed With Caution Plus, the problems with leveraged and inverse ETFs that tend to shrink investor returns. Daniel Sotiroff and Ivanna Hampton Aug 21, 2026
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. Jeffrey Ptak, CFA, Christine Benz, and Amy C. Arnott, CFA Aug 18, 2026
How You Can Utilize the Durable Tax Efficiency of ETFs Here’s what all investors should know about the structural advantages exchange-traded funds have over traditional mutual funds. Brian Paoli Aug 18, 2026
Bonds and Tech Stocks Drive Historic Streak for US Fund Flows Ultrashort, CLOs, and long bonds thrive, while most stock funds wither in summer heat. Drew Carter and Joe Bullard, CFA Aug 18, 2026