Title
Topic
Content Type
Morningstar Direct U.S. Asset Flows Update May 2018--With Data Appendix
By Kevin McDevitt  | 22 June 2018

U.S. equity inflows surge, while international-equity and taxable-bond flows tail off.
Flows
Active Investing
Passive Investing
Research Paper
Advisor
AM Sales & Marketing
Morningstar Analyst Rating for Separately Managed Accounts
By Thad Doria  | 21 June 2018

Morningstar's approach to rating SMAs is consistent with its global research philosophy for mutual funds and other managed investments.
Methodology Document
Macro-Financial Scenario Analysis for Manager Selection
By Michael O'Leary  | 14 June 2018

Morningstar's macro-financial scenario analysis tool is employed to evaluate the impact of the scenarios on index and sector ETFs.
ETFs
Quantitative Analysis
Market Outlook
Market Shocks
Research Paper
Individual
Advisor
Fund Buyer
Does Age Impact Usage of Default Investments in Defined Contribution Plans?
By David Blanchett  | 13 June 2018

Default investment options have grown increasingly popular in defined-contribution plans. The usage of default investments has been noted to decline at older ages, but it is not clear to what extent age is driving this behavior. In this piece, we explore the effect age may have on workers using default investments.
Demographics
Retirement Readiness
Saving
Personal Finance
Research Paper
Individual
Advisor
Fund Buyer
Morningstar Category Definitions - India
By Morningstar  | 12 June 2018

The paper outlines category definitions applicable to the Indian market.
Methodology Document
Advisor
Fund Buyer
Buy Side (Equity/Credit)
Mind the Gap 2018, U.S.
By Russel Kinnel  | 12 June 2018

Morningstar has found that the gap between official total returns and those actually experienced by investors across all mutual funds has shrunk to 26 basis points for the 10 years ended March 2018.
Investor Return
Research Paper
Individual
Advisor
AM Sales & Marketing
Fund Buyer
A Framework for Analyzing Multifactor Funds
By Alex Bryan, Ben Johnson  | 11 June 2018

The number of equity multifactor funds has mushroomed. In this paper, we present a framework to help investors better understand these funds' approaches to portfolio construction and set realistic expectations. To bring this framework to life, we apply it to a selection of multifactor funds in a series of fund profiles.
Factor Investing
Research Paper
Individual
Advisor
AM Sales & Marketing
Fund Buyer
Unicorn Hunting: Large-Cap Funds That Dabble in Private Companies
By Katie Rushkewicz Reichart  | 06 June 2018

Most funds have limited exposure to private companies, but some outliers highlight the challenge of such investments in an open-end format.
Private Investment
Research Paper
Individual
Advisor
AM Sales & Marketing
Fund Buyer
Morningstar Direct Asset Flows Commentary: Europe--April 2018
By Valerio Baselli, Ali Masarwah  | 27 May 2018

Despite rebounding equity markets across the globe in April 2018, European investors maintained a cautious stance.
Flows
Research Paper
Individual
Advisor
Fund Buyer
EMEA Manager Research Asset-Class Spotlight: US Equity
By Natalia Wolfstetter  | 25 May 2018

This asset-class spotlight for US equity funds covers Morningstar Medalist open-end funds, closed-end funds, and exchange-traded funds available for sale in Europe (including the United Kingdom), Hong Kong, and Singapore.
Medalists
Performance
Research Paper
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