Russ Kinnel, director of ratings for Morningstar Research Services, compares open-end funds and actively managed ETFs from Fidelity, T. Rowe Price, and Capital Group. Matthew Dolgin, senior equity analyst for Morningstar Research Services, discusses what he thinks of Netflix’s stock and where the streamer could profit next. 

Open-End Funds vs. Active ETFs

Advantages of Active ETFs

Appeal for Day Traders

Disadvantage of Active ETFs

Which Investors Should Consider Swapping Mutual Funds for ETF Counterparts

Comparing Open-End Funds and Active ETFs on Key Factors

How T. Rowe Price Funds Compare to ETFs

Fidelity Funds vs ETFs Performance

Capital Group’s Different Approach to Their Funds vs ETFs

Decision Expected From SEC on ETF Share Class Requests  

What’s New in the Markets  

Netflix's Message to Competitors

Too Early to Judge Live Sports Push

How Can Netflix Increase Profits?  

What to Watch for From Netflix’s Earnings Report 

Morningstar’s Outlook on Netflix Stock

Read about topics from this episode.  

How to Find the Right Active ETF for Your Portfolio

Will Active ETFs Outnumber Passive ETFs?

3 Great Active ETFs for Stock Investors

Are Active ETFs Truly More Tax-Efficient?

Morningstar’s Guide to Active ETFs

After Earnings, Is Netflix Stock a Buy, a Sell, or Fairly Valued?

3 Cheap Stocks to Watch in the Fight Over Sports Streaming

What to watch from Morningstar.

It's Getting Easier to Invest in Private Assets. What Does That Mean for Investors?

Where Investors Can Find the Highest Bond Yields in 2025

How the Fed's Surprise Outlook Adds to Market Uncertainty for 2025

How to Diversify Your Portfolio to Handle a Market Correction

Read what our team is writing:

Ivanna Hampton

Russ Kinnel

Matthew Dolgin

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Jack Shannon, senior manager research analyst for Morningstar Research Services, discusses how fund companies are looking to put private assets in the hands of everyday investors. He explains the risks and opportunities in private equity and private credit, and where this trend could go in 2025.

What Are Private Assets? 

Risks of Private Assets vs. Public Assets 

Why Fund Companies Want to Give Retail Investors Access to Private Assets 

How Investors Can Access Private Assets Today 

Why Funds Choose Private Credit Instead of Private Equity 

Why Companies Stay Private 

How the Lack of Liquidity in Private Assets Plays Out in Interval Funds 

How Funds Provide Exposure to Private Equity 

Do Funds with Private Equity or Private Credit Exposure Have Better Performance?  

Would Holding Private Assets in an ETF Work? 

Opportunities for Investors in Private Asset Funds 

Private Asset Fund Outlook

Read about topics from this episode.  

Morningstar's 2025 Outlook: Future Market Investment Strategies 

When Will Public and Private Equity Markets Finally Converge? 

DXYZ: This Closed-End Fund Is Not Destiny’s Child 

Invest in SpaceX Alongside Elon Musk? Why This Closed-End Fund Is Not Worth the Ride 

Private Credit: Avoid This Common Asset Allocation Mistake 

2025 US Private Credit Outlook: More M&A, Larger Lenders, Bigger Market 

Ask Your Advisor These Questions Before Investing in Private Credit

What to watch from Morningstar.

Where Investors Can Find the Highest Bond Yields in 2025 

How the Fed's Surprise Outlook Adds to Market Uncertainty for 2025 

How to Diversify Your Portfolio to Handle a Market Correction 

What Higher Bond Yields Mean for Markets in 2025

Read what our team is writing:

Jack Shannon 

Margaret Giles 

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Dominic Pappalardo, chief multi-asset strategist for Morningstar Investment Management, discusses where to find the highest bond yields this year and whether corporate bonds are still attractive.

Why Cash is No Longer King

Is a 3% Interest Rate Forecast a Wake-Up Call?

Why It's a Good Time for Investors to Move Out of Cash

Why Investors Should Move Longer Term in Fixed Income

Are Corporate Bonds Still Attractive?

Where We Are Seeing Promising Yields From Global Bonds  

What to Keep in Mind When Investing in Global Bonds

Where to Invest in 2025

Read about topics from this episode.  

Where to Find Returns When Interest Rates Fall 

Morningstar's 2025 Outlook: Future Market Investment Strategies 

Morningstar’s 2025 Investment Outlook for Financial Advisors 

Why Our Best Investment Ideas for 2025 Are Outside the US 

What to watch from Morningstar.

How to Diversify Your Portfolio to Handle a Market Correction

What Higher Bond Yields Mean for Markets in 2025

Yes, You Can Still Find Tax-Loss Harvesting Opportunities in 2024

Read what our team is writing:

Dominic Pappalardo

Ivanna Hampton

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Tom Lauricella, Morningstar Inc global markets editor, explains why the market reacted poorly to the Federal Reserve’s interest-rate outlook. The Smart Investor newsletter editor also discusses some of 2024’s biggest headlines such as inflation, the broader stock market rally, and new leadership in Washington.

Why the Fed Scaled Back from Four Interest-Rate Cuts to Two for 20255

Did the Market Bounce Back After the Drop Following the Fed Rate Decision?

Why the Fed Isn’t Saying They Are Seeing a Stronger Economy in 2025

Will Trump’s Tariffs Cause Inflation to Rise?

Will the Market’s Momentum Continue into 2025?

High Yields in the Bond Market Are Benefitting Investors

Will the Trump Administration Boost Bitcoin’s Growth?

How Investor’s Should Approach Trump’s Second Term

5 Stories Investors Should Watch for in 2025

Read about topics from this episode.  

Subscribe to Morningstar’s SmartInvestor newsletter.

Stocks Tumble on New Fed Rate Forecast—Here’s Why 

Fed Sets Stage For Fewer (or Possibly No) Rate Cuts in 2025 

Forecasts for November PCE Preview Show More Moderation in Inflation 

What to Expect From Bitcoin in 2025 

What Higher Bond Yields Mean for Markets in 2025

What to watch from Morningstar.

How to Diversify Your Portfolio to Handle a Market Correction

What Higher Bond Yields Mean for Markets in 2025

Yes, You Can Still Find Tax-Loss Harvesting Opportunities in 2024

A Simpler Medicare Part D Is Coming. Here's How It Could Save You Money

Read what our team is writing:

Tom Lauricella

Ivanna Hampton

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Russel Kinnel, director of ratings for Morningstar Research Services, discusses large growth’s impressive run in 2024 and why it might be time to rebalance if you haven’t in a while.

What is Driving Growth’s Impressive Run?

Why Is it Important to Rebalance Now

What Triggered Growth’s Largest Selloffs Since 2000

What Was Unusual About the Growth Correction in 2022

Top-Rated Bond Funds that Could Help with Saving for an Emergency Fund

Bond Funds that are Defensive if Growth Gets Crushed  

Small-Value Funds Out of Sync With Large Growth  

Mid-Growth Funds that are Good Diversifiers

Read about topics from this episode.  

Subscribe to the Morningstar FundInvestor newsletter. 

6 Top-Performing Large-Growth Funds 

Is It Time to Diversify Beyond US Large-Cap Growth Stocks? 

How to Rebalance Your Portfolio Before 2025 

The Best Funds for Rebalancing in 2025 

The Best Bond Funds 

What to watch from Morningstar.

What Higher Bond Yields Mean for Markets in 2025 

Yes, You Can Still Find Tax-Loss Harvesting Opportunities in 2024

A Simpler Medicare Part D Is Coming. Here's How It Could Save You Money

A Better Way to Use Leverage in Your ETF Portfolio

Read what our team is writing:

Russel Kinnel

Ivanna Hampton 

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Dominic Pappalardo, chief multi-asset strategist at Morningstar Investment Management, discusses why long-term yields spiked in the wake of the election, what's next for fixed-income in 2025, and how investors can take advantage of higher yields in their portfolios.

Why Did Bond Yields Rise in the Wake of the Election?

How Investors Are Thinking About Rising Bond Yields

What the Current Run-Up in Bond Yields Tells Us About the Markets

How Do Today’s Yields Compare to History?

Will the Flat Yield Curve Start to Steepen?

How Bond Yields Affect the Stock Market  

How Long Can the Market Withstand a Higher Interest Rate Environment?

How Bond Yields Affect Mortgages

How Today’s Bond Yields Can Benefit Investors When Looking at Portfolio Construction  

Economic Outlook 2025 Key Takeaways

Read about topics from this episode.  

Postelection Deficit Concerns Fuel Jump in Bond Yields

Trump’s Tariffs: A Wild Card for the Markets in 2025

Fed Sticks to Rate Cut Plans, for Now

‘Diversification Is Back’—Why 60/40 Portfolios Are Working

What to watch from Morningstar.

Yes, You Can Still Find Tax-Loss Harvesting Opportunities in 2024

A Simpler Medicare Part D Is Coming. Here's How It Could Save You Money

A Better Way to Use Leverage in Your ETF Portfolio

Apple Earnings Are on Deck. Will Apple Intelligence Help Drive iPhone Sales?

Read what our team is writing:

Sarah Hansen

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Christine Benz, Morningstar’s director of personal finance and retirement planning, discusses the ins and outs of tax-loss selling and where investors can look for potential opportunities to harvest losses in their portfolios.

What is Tax-Loss Selling?

Are There Limits to How Much You Can Offset Capital?

How to Evaluate Your Cost Basis to Find Loss Opportunities

What is the 30 Day Rule for Tax-Loss Selling?

Why Investors Should Think About Tax-Loss Selling When Markets Are Up

How to Make Tax-Loss Selling a Part of Your Portfolio Maintenance Strategy  

Why Tax-Loss Selling is a Bear Market Strategy  

Read about topics from this episode.  

How You Could Benefit from Tax-Loss Selling This Year

Are Active ETFs Truly More Tax-Efficient?

Ready for a Big Capital Gains Tax Bill?

What You Need to Know About Capital Gains Distributions

Which Investments to Keep Out of Your Taxable Account

What to watch from Morningstar.

A Simpler Medicare Part D Is Coming. Here's How It Could Save You Money

A Better Way to Use Leverage in Your ETF Portfolio

Apple Earnings Are on Deck. Will Apple Intelligence Help Drive iPhone Sales?

Is Your Portfolio Built to Withstand a Market Rotation?

Read what our team is writing:

Christine Benz

Margaret Giles

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David Harrell, editor of Morningstar’s DividendInvestor newsletter, makes the case for dividend investing. However, he also points out the pitfalls, like dividend fallacy, that income-focused investors should watch out for. 

Why Investors Are Divided About Dividend Investing 

The Pitfall of Dividend Fallacy 

Warning Signal for Dividend Traps

Should Investors Focus on Total Return Rather Than Dividends Alone?

How a Dividend-Focused Investment Strategy Can Help with Safe Withdrawal Rates

Why Investors May Not Want to Create Their Own Dividend

Why Long-Term Performance Matters When Looking at Dividend Stocks Versus the Broder Market

Are Share Repurchases Better Than Dividends at Returning Capital to Stock Owners? (This part of the episode includes a clarification: Taxes on qualified dividends can be avoided if your AGI is below certain levels.)

Drawbacks of a Dividend-Focused Investment Strategy  

Has Dividend Investing Created Bad Investor Behavior?

Read about topics from this episode.  

Subscribe to the Morningstar DividendInvestor newsletter.

3 Dividend Stocks for November 2024

Are Better Days Ahead for Dividend Investors?

Is a Dividend Stock Comeback Around the Corner?

New Dividend Stocks: Can Meta and Salesforce Help Revive the Classic Strategy?

There Is Nothing Special About Dividends

What to watch from Morningstar.

A Simpler Medicare Part D Is Coming. Here's How It Could Save You Money

A Better Way to Use Leverage in Your ETF Portfolio

Apple Earnings Are on Deck. Will Apple Intelligence Help Drive iPhone Sales?

Is Your Portfolio Built to Withstand a Market Rotation?

Read what our team is writing:

David Harrell

Ivanna Hampton

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Mark Miller, Morningstar contributor, talks about the new $2,000 out-of-pocket cap for Medicare Part D coming in 2025. Plus, learn what you should know before switching between Medicare Advantage and traditional Medicare during open enrollment.

Traditional Medicare vs. Medicare Advantage

Why Seniors Shouldn’t Just Roll Over Their Plans in 2025

2025 Medicare Part D Changes

Medicare’s New Prescription Payment Plan

What Should Seniors Do If Their Medicare Advantage Plan is Being Eliminated?

What You Need to Know About Switching Between Traditional Medicare and Medicare Advantage  

Where You Can Go to Get Help Choosing a New Medicare Plan

Read about topics from this episode.  

Medicare Open Enrollment: What to Know as You Enroll for 2025

I’m 65 and Still Working. Should I Enroll in Medicare?

Are Consumers Better Off With Medicare Plus a Medigap Plan?

What to watch from Morningstar.

A Better Way to Use Leverage in Your ETF Portfolio

Apple Earnings Are on Deck. Will Apple Intelligence Help Drive iPhone Sales?

Is Your Portfolio Built to Withstand a Market Rotation?

Inherited IRA Rules: What You Need to Know Before 2025

Read what our team is writing:

Mark Miller

Ivanna Hampton

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Bryan Armour, director of passive strategies research for North America for Morningstar Research Services, talks about the best way for most retail investors to leverage and which leveraged ETFs look promising. Travis Miller, strategist for Morningstar Research Services, discusses how tech companies are looking to nuclear energy to fuel data centers’ surging demand.

Why Leverage Has a Debatable Reputation in Investing

Volatility Drag and Leveraged ETFs

Why Does Leverage Kill ETFs?

What Are ETPs?

A Better Way for Investors to Use Leverage in Their Portfolio

How Can Investors Add Leverage to Their Portfolio Without Volatility Drag?

Costs of Leveraged ETFs

How Most Investors Should Gain Exposure to Leverage

Do Leveraged ETFs Show Promise?

What’s Coming Up in the Markets?

How Much Energy Does a Data Center Need to Run?

Why Small Modular Reactors Could Be Key to Powering Data Centers

Are Carbon-Free Pledges Driving Companies Toward Nuclear Energy?

Which Utilities Companies Are Next to Sign Data Center Deals?

Is This Shift Toward Nuclear Energy Larger Than Just AI?

What to Look for in Utilities Companies’ Earnings

Utilities Stock Picks

Read about topics from this episode.  

Subscribe to Morningstar's ETFInvestor Newsletter. 

The AI Revolution Is Ready to Power Up. It Just Needs Electricity 

Utilities: Falling Interest Rates, Growth Outlook Boosting Stocks

What to watch from Morningstar.

Apple Earnings Are on Deck. Will Apple Intelligence Help Drive iPhone Sales? 

Is Your Portfolio Built to Withstand a Market Rotation? 

Inherited IRA Rules: What You Need to Know Before 2025

How to Find the Best Health Savings Account

Read what our team is writing:

Bryan Armour 

Travis Miller 

Ivanna Hampton

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