Morningstar

Microsoft and Amazon.com are the fund’s top-two holdings.

Use this checklist to help clients avoid the bill from surprise capital gains distributions.

Fees were nearly half the price of the top-performing active funds.

Dividend tax rate cuts in 2003 had no impact on C- and S-corporation spending, an economist found.

Morningstar metrics can help advisors evaluate how vulnerable a company is in the transition away from a fossil-fuel intensive economy.

Just 36% of actively managed stock funds topped indexes in the year through June, down from 43% in 2017, according to Morningstar.

As some investors flee emerging markets, others see deals. Here’s what advisors should know.

These expense ratios were closer to the average fund fee in 1996.

Many sectors have rallied the past decade, but tech and health care outperformed.

A big difference in fees may not be enough to offset taxes on capital gains.