Title
Topic
Content Type
U.S. Fund Fee Study--Average Fund Fees Paid by Investors Continued to Decline in 2016
By Patricia Oey  | 23 May 2017

Morningstar's study of U.S. funds finds that investors paid lower fund expenses in 2016 than ever before. The asset-weighted average expense ratio across funds was 0.57% in 2016, down from 0.61% in 2015 and 0.65% three years ago. This decline stems from strong investor demand for lower-cost funds, principally passive funds and institutional share classes that carry lower fees. This is a positive trend, as mutual fund costs have a dollar-for-dollar impact on the returns investors ultimately realize.
Fees & Expenses
Active Investing
Passive Investing
Research Paper
Individual
Advisor
AM Sales & Marketing
Fund Buyer
Global Risk Model Factor Exposures Methodology
By Patrick Caldon, Lee Davidson  | 17 May 2017

The Global Risk Model helps you identify and assess the amount of risk in your investments.
Economic Moats
Risk
Liquidity
Momentum
Methodology Document
Advisor
Fund Buyer
Morningstar Global Risk Model Methodology
By Patrick Caldon, Lee Davidson  | 17 May 2017

Several methodological choices must be made when building a risk model.
Economic Outlook
Risk
Valuation
Liquidity
Momentum
Methodology Document
Advisor
Fund Buyer
Morningstar Direct U.S. Asset Flows Update--April 2017
By Alina Lamy  | 15 May 2017

After four months during which U.S. and international-equity funds attracted similar inflows, international equity took the lead in the equity space with a little over $21 billion in total flows. U.S. equity's winning streak seems to have waned, as the category group received only a meager $280 million in April 2017.
Flows
Research Paper
Individual
Advisor
Fund Buyer
Buy Side (Equity/Credit)
Sustainability Matters: Advisors--The Benefits of Incorporating ESG Into Your Practice
By Jon Hale  | 11 May 2017

Information gleaned from the 2017 Morningstar Investment Conference.
ESG/Sustainable Investing
Research Paper
Individual
Advisor
Fund Buyer
U.S. Asset Class Spotlight--International Equities
By Tom Whitelaw  | 09 May 2017

This asset-class spotlight includes a summary of our ratings changes over the past 12 months, an examination of increasing fee consciousness, a look at the role international equities play in a portfolio, and more.
Asset Allocation
Medalists
Valuation
Fees & Expenses
Flows
Currencies/Rates
Active Investing
Morningstar ratings
Research Paper
Individual
Advisor
AM Sales & Marketing
Fund Buyer
Have Nontraditional Bond Funds Delivered?
By Miriam Sjoblom, Eric Jacobson  | 03 May 2017

Protection from interest-rate risk comes at a price.
Interest Rates
Active Investing
Research Paper
Individual
Advisor
Fund Buyer
Safe Withdrawal Rates for Japanese Retirees Today
By David Blanchett  | 01 May 2017

In this paper, we use historical returns to explore safe withdrawal rates, both in Japan and internationally. More importantly, we estimate safe withdrawal rates for Japanese investors based on our current return and risk expectations for Japan.
Retirement Readiness
Withdrawal Rates
Research Paper
Individual
Advisor
Fund Buyer
Morningstar Markets Observer Q1 2017 Data
By Alina Lamy, Timothy Strauts  | 01 May 2017

In this quarterly collection of charts and analysis, we offer new and timely macroeconomic and markets data that you can use with clients to discuss trends, set appropriate risk and return expectations, and explain investor behavior.
Research Paper
Advisor
Buy Side (Equity/Credit)
South African Hot Topics: Fees as a Predictive Tool of Outperformance
By Kyle Cox, CFA  | 28 April 2017

This study explores how investors in funds available for sale in South Africa could make better use of unit trusts by analysing the relative costs of funds within respective categories.
Fees & Expenses
Performance
Research Paper
Individual
Advisor
AM Sales & Marketing
Fund Buyer
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