The Nuveen S&P 500 Dynamic Overwrite Fund offers a high yield and trades below its net asset value, but its covered-call ...

The Ark Venture Fund has crushed the S&P 500 and Nasdaq-100 over the past year due to sizable positions in SpaceX and OpenAI.

Calamos Phineus Long/Short Fund discusses Q1 2026 performance and top holdings like L3Harris and Amazon. Read the full ...

Hedge funds rebounded in April as equity markets rallied, though most still lagged the S&P 500's more than 10% surge.

The Hartford Dividend and Growth Fund (I Share) outperformed the S&P 500 Index for the quarter. Read more here.

These kinds of considerations explain why, on April 29th, Bill Ackman raised $5bn for a new “closed-end” fund, from which ...

The firms' collaboration shines a light on how the wealth management business works today and how it is evolving, as advisors ...

The theory behind index investing is rooted in the Efficient Market Hypothesis (EMH) developed by Nobel laureate Eugene Fama ...

The best target-date funds dominate US retirement plans because they simplify portfolio management at scale. These strategies package asset allocation and rebalancing into a single fund tied to a ...

While bigger funds may get the headlines, small-value funds have their own appeal. As Morningstar fund reporter Gabe Alpert explains, “The long-term outperformance of such stocks has been empirically ...

I have been on Morningstar’s 401(k) committee for more than 25 years. In that capacity, I work with colleagues to choose and monitor the funds available to employees in that plan. Although options for ...

While Prime Minister Mark Carney’s "Canada Strong Fund" hits the ground with $25 billion, the U.S. federal fund remains stuck ...