Morningstar Financial Research Library

US Active/Passive Barometer Report: Year-End 2024

Our latest edition of the US Active/Passive Barometer report analyzes nearly 9,279 mutual funds and exchange-traded funds across categories and asset allocation, including success rates, annualized excess returns, and more.

Research

Thematic Funds: Launches, Leaders, and Flops

Global thematic funds—ranging from artificial intelligence to Generation Z—have surged in recent years. Here’s how the funds performed across regions.

Research

A Review of Global Sustainable Fund Flows

Recovery continues in Europe, but redemptions persist in other parts of the world. Discover the latest regional flows, assets, and launches.

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Morningstar Markets Observer: Q1 2025

Get the latest macroeconomic trends and market data in our quarterly Markets Observer report. Download the report now to discover investment insights for your clients today.

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Research 15 min

How much does financial wellness correspond to emergency savings behavior?

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Global Fund Flows - 2024 in Review

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Morningstar's 2025 Robo-Advisor Report

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