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A Not-So-Magnificent Third Quarter for Large-Growth Funds

Small- and mid-cap-value funds led the way during the quarter.
David Carey

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Don’t overlook these options.
Daniel Sotiroff

This New Active ETF Follows an Old Playbook

Jensen Quality Growth ETF offers a proven strategy and record in a new wrapper.
Dan Culloton

About the Authors

Adam Sabban

Senior Analyst
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Adam Sabban is a senior manager research analyst, equity strategies, for Morningstar Research Services LLC, a wholly owned subsidiary of Morningstar, Inc.

Before joining Morningstar in 2019, Sabban spent over five years working at a New York/New Jersey-based Registered Investment Advisor, where he conducted investment research and managed portfolios for high-net-worth families.

Sabban holds a bachelor’s degree in economics from Rutgers University. He also holds the Chartered Financial Analyst® designation and the Chartered Alternative Investment Analyst designation.

Ryan Jackson

Manager Research Analyst, Passive Strategies
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Ryan Jackson is a manager research analyst, passive strategies, for Morningstar Research Services LLC, a wholly owned subsidiary of Morningstar, Inc.

Prior to assuming his current role, Jackson served as a customer support representative for Morningstar Direct.

Jackson graduated with a bachelor's degree in finance from the University of Wisconsin-Madison in 2019. He also holds the Chartered Financial Analyst® designation.

Follow him on Twitter @TheETFObserver.

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