Morningstar global. Feb 5, 2024 · 7 min read Global Sustainable Fund Flows: Q1 2025 in Review US domiciled sustainable open-end and exchange-traded funds face record $8. For nearly 30 years, the firm has been at the forefront of developing high-quality, innovative solutions to meet the evolving needs of global investors. Moat ratings and fair value estimates are determined through independent research conducted by the Morningstar Equity Research team. Track the market with Morningstar Global Markets GR USD. com FOR IMMEDIATE RELEASE Morningstar Indexes Introduces Morningstar (r) Global Wide Moat VC 7% Index The new index provides exposure to a blend of equity, bond and commodity allocations with the equity component represented by the Morningstar Global Markets Wide Moat Composite Index and has been licensed by American National 1 day ago · Morningstar is an investment research company offering mutual fund, ETF, and stock analysis, ratings, and data, and portfolio tools. Upgrade now to a platform with control of its own technology; one that's constantly updated based on user feedback. 5 trillion for the calendar year. The report, now in its seventh edition, assesses the experiences of mutual fund investors in 26 markets across North America, Europe, Asia, and Africa. Jun 30, 2025 · Global X S&P 500 Corp Cl ETF retains its Morningstar Medalist Rating of Gold. Jun 30, 2025 · Weakness in Global X Lithium& Battery Tech ETF's Process and People Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative. The index measures the performance of global fixed-rate, investment-grade corporate bonds with maturities greater than one year. The Morningstar Global Wide Moat Focus Index is designed to provide exposure to companies in the Morningstar Global Markets Index with a Morningstar® Economic Moat™ Rating of wide trading at the lowest current market price/fair value ratios. ) Once again, the goal is to identify the The Morningstar Category classifications solved this problem by breaking portfolios into peer groups based on their holdings. Over the three years to the end of 2021, assets under management in thematic funds more than tripled to $806 billion worldwide. Investors’ “risk on” posture was evident throughout the year in exchange-traded fund flows and was further May 7, 2020 · Global Sustainable Fund Flows Q1 2020 ESG funds show resilience during COVID-19 sell-off. Mar 26, 2025 · The managers steering American Funds Global Balanced GBLAX leverage Capital Group’s renowned stock and bond managers to let their bottom-up research drive the portfolio tilts. The categories help investors identify the top-performing funds, assess potential risk, and build well-diversified portfolios. 5 days ago · Morningstar’s latest mutual fund research and analysis. Jun 30, 2025 · AIQ – Global X Artfcl Intlgc & Tech ETF – Check AIQ price, review total assets, see historical growth, and review the analyst rating from Morningstar. ” (You probably figured that from the headline. This sector also includes aerospace and defense firms as well as companies engaged in transportations and logistic services. Get information relevant to your interests by selecting a preferred location. Morningstar Global Markets Index Overview | Document hosted on the Morningstar Indexes library Global bond portfolios typically invest 40% or more of their assets in fixed-income instruments issued outside the US. Morningstar’s Quantitative Research team has identified what influences investor preferences for these new funds and Explore the 2024 global fund flows report, highlighting mutual funds and ETFs trends, fixed-income strategies dominance, and asset growth insights. Apr 25, 2025 · Global Sustainable Funds Outperform Year to Date A look at the largest and the best-performing large-cap global stock funds focusing on sustainability. Large-cap stocks fall within the top 70% of market capitalization in Morningstar’s seven style zones (Europe, US, Canada, Latin America, Japan, Asia ex-Japan, and Australia/New Zealand). 7% as of the end of 2021, up from 0. This Index does not incorporate Environmental, Social, or Governance (ESG) criteria. Our research team assigns Bronze Key Takeaways × Global sustainable open-end and exchange-traded funds experienced record-high outflows in the first quarter of 2025 amid new geopolitical challenges and an intensifying environmental, social, and governance backlash. The Morningstar Global Target Market Exposure Index measures the performance of large- and mid-cap stocks in developed and emerging markets, representing the top 85% of the investable universe by float-adjusted market capitalization. Apr 3, 2025 · What Is a Taxable-Bond Fund? Taxable-bond ETFs and mutual funds invest in fixed-income securities issued by governments and corporations. benedict@morningstar. Access real-time share prices, in-depth charts, and exclusive Morningstar stock research. Morningstar Quantitative Research is dedicated to developing innovative statistical models and data points, including the Quantitative Equity Ratings and the Global Risk Model. Our research team assigns Gold ratings to strategies that they have the most conviction will outperform a relevant Jun 30, 2025 · XYLD – Global X S&P 500® Covered Call ETF – Check XYLD price, review total assets, see historical growth, and review the analyst rating from Morningstar. Investors seem to love new funds, which draw a majority of global inflows. The “right” type of taxable-bond fund for you comes Jun 24, 2025 · BGLTX - Baillie Gifford Long Term Global Gr 2 - Review the BGLTX stock price, growth, performance, sustainability and more to help you make the best investments. We've produced the Morningstar supports global categories, which map into nine global broad category groups (Equity, Allocation, Convertibles, Alternative, Commodities, Fixed Income Jun 30, 2025 · FGILX - Fidelity Global Equity Income - Review the FGILX stock price, growth, performance, sustainability and more to help you make the best investments. It is a fixed-weight composite index consisting of 75% weight from the Morningstar LSTA US Leveraged Loan Index and 25% weight from the Morningstar European Leveraged Loan Index. Rowe Price Global Stock - Review the PRGSX stock price, growth, performance, sustainability and more to help you make the best investments. Blended benchmark of 80% Morningstar Global Markets Net Return USD / 20% Morningstar Global Core Bond Gross Return USD, rebalanced to target weights of 80% equity and 20% fixed income on monthly basis. The Morning Star Company harvests, processes, packs and transports tomatoes while retaining tomato paste and diced tomato health benefits since 1970. × Europe suffered its first Jun 20, 2025 · PRGSX - T. This sector also includes companies that provide computer technology consulting services. This portfolio is held in a static allocation that is appropriate for investors who seek average exposure to global equity market risk and returns. Get an inside look at the mutual fund industry and your favorite funds through the eyes of our analysts. Thematic funds' share of all assets invested in equity funds globally was 2. 1 billion in the previous quarter. An essential complement to our database of investment information and our suite of quantitative research tools, such as the Morningstar RatingTM and the Morningstar Style Box,TM Morningstar fund analysis has always had a focus on helping the user mak Introduction Portfolio diversification is generally thought of in terms of market capitalization and investment style, yet sector diversification is equally important. Cash is not a bond, but it is a type of fixed- income. 6 billion outflows in Q1 2025 amid political backlash and Oct 31, 2024 · The global coverage of environmental, social, and governance open-end and exchange-traded funds attracted an estimated USD 10. Mar 14, 2025 · MWEIX - MFS Global Equity I - Review the MWEIX stock price, growth, performance, sustainability and more to help you make the best investments. Underpinned by Morningstar Sustainalytics A leader in ESG and climate research, ratings, and data with a deep history of developing high-quality, innovative solutions to meet the evolving needs of global investors. 8% return for the Morningstar Global Markets Index Morningstar UK is your trusted source for market news. Morningstar includes cash within fixed-income sectors. Global ETF flows captured an annual record USD 1. 4 days ago · This video explains the methodology behind the Morningstar Global Wide Moat VC 7% Index. Jun 30, 2025 · SHLD – Global X Defense Tech ETF – Check SHLD price, review total assets, see historical growth, and review the analyst rating from Morningstar. Feb 11, 2020 · Morningstar, Inc. Pursuing a growth investment style via internet stocks leads to substantially different portfolios—and results—than pursuing growth via health services stocks. Overall, long-term global flows (excluding money-market funds) nearly doubled in 2019 to $1 trillion. S. free N/A The Morningstar Global Target Market Exposure Index measures the performance of large- and mid-cap stocks in developed and emerging markets, representing the top 85% of the investable universe by float-adjusted market capitalization. is an American financial services firm headquartered in Chicago, Illinois, founded by Joe Mansueto in 1984. See how the companies that Morningstar Global Markets GR USD tracks performed. 1 day ago · Morningstar is an investment research company offering mutual fund, ETF, and stock analysis, ratings, and data, and portfolio tools. Aug 13, 2024 · PGGAX - American Funds Global Growth Port A - Review the PGGAX stock price, growth, performance, sustainability and more to help you make the best investments. Jun 30, 2025 · Despite People Pillar weakness and an Average Process Pillar, Global X Cloud Computing ETF gets enough right to retain its Morningstar Medalist Rating of Bronze. May 5, 2025 · QVGIX - Invesco Global Allocation A - Review the QVGIX stock price, growth, performance, sustainability and more to help you make the best investments. The index measures the performance of mortgage companies, property management companies, and REITs in the global markets. Explore the global thematic fund landscape with insights and research to guide your investment decisions. Mar 19, 2025 · Is This the Long-Awaited Comeback for International-Stock Funds? Funds with more non-US exposure benefited from a change in investor sentiment. is one of only three markets to earn a Top grade for practices related to fees and expenses. Providing extensive building blocks across geographical regions, developed and emerging markets, individual countries, sectors, and currencies. The Morningstar Global Sustainable Activities Involvement Indexes enable targeted exposure to important global themes like climate action, human development, resource security, healthy ecosystems, and basic needs. Jun 30, 2025 · IGF – iShares Global Infrastructure ETF – Check IGF price, review total assets, see historical growth, and review the analyst rating from Morningstar. Morningstar Indexes Comparison Chart Global Equity Indexes Free-float market capitalization for a security should be greater that the product of: (Min. Mar 25, 2024 · Round 2 This column continues the theme of last week’s article, “The Best US Stock Index Funds. That's where Morningstar Wealth Platform comes in. © Copyright 2025 Morningstar, Inc. , representing the top 97% of the investable universe by market capitalization. The allocation between US/non-US and high/low quality bonds can vary greatly Jun 18, 2025 · Contact: Tim Benedict, +1 203 339-1912, tim. 1 day ago · Morningstar is an investment research company offering mutual fund, ETF, and stock analysis, ratings, and data, and portfolio tools. It targets stocks with exposure to generative AI, AI data & infrastructure, AI software, and AI Sep 6, 2024 · Global large-cap sustainable funds are up 10. Sep 17, 2019 · Morningstar launched the Global Investor Experience study in 2009 to encourage a dialogue about global best practices for mutual funds from the perspective of fund shareholders. Morningstar research teams use a mosaic approach when assigning Global categories. Feb 6, 2024 · Learn which direction money flowed for global fund flows. Oct 22, 2024 · The Thematic Fund Landscape in 7 Charts Despite the recent roller-coaster ride, thematic funds appear to take root. Jun 30, 2025 · GUNR – FlexShares Mstar Glbl Upstrm Nat Res ETF – Check GUNR price, review total assets, see historical growth, and review the analyst rating from Morningstar. Get Morningstar's independent and trusted analysis, research, including real-time stock/fund quotes, prices, performance data, analysis, news, tips, and chart info, all designed to help investors invest confidently in stocks/funds. A full range of solutions to support investor objectives Equity, fixed income, and multi-asset index capabilities across a range of sustainable investment approaches, including ESG The index measures the performance of the global fixed-rate investment grade debt market for securities with maturities greater than one year. The index measures the performance of stocks issued by companies that have significant business operations in the ownership, management and/or production of natural resources in energy, agriculture, precious or industrial metals, timber and water resources sectors as defined by Morningstar's industry classification standards. Discover actionable insights today. The index measures global companies engaged in Gold ore related activities including exploration, mining, processing, extraction and smelting. The Morningstar Global USD Funds provide your clients with a diversified, high-quality, and cost-effective solution. The index measures the performance of companies that manufacture machinery, hand-held tools and industrial products. All rights reserved. Jun 30, 2025 · URA – Global X Uranium ETF – Check URA price, review total assets, see historical growth, and review the analyst rating from Morningstar. It is market-value weighted and does not incorporate Environmental, Social, or Governance (ESG) criteria. The "Fees and Expenses" chapter evaluates Sep 10, 2024 · VHGEX - Vanguard Global Equity Inv - Review the VHGEX stock price, growth, performance, sustainability and more to help you make the best investments. Sort by star rating, and category, or filter by active ETFs, bond ETFs and more. Morningstar’s Take on Tariffs: Stock Impacts, Portfolio Tips, and More Tori BrovetApr 17, 2025 Morningstar is an investment research company offering mutual fund, ETF, and stock analysis, ratings, and data, and portfolio tools. Jun 30, 2025 · FSGEX - Fidelity Series Global ex US Index - Review the FSGEX stock price, growth, performance, sustainability and more to help you make the best investments. Our research team Jun 10, 2025 · These are the best mutual funds and ETFs with the highest Morningstar ratings that investors can use for portfolio rebalancing and restoring the right asset allocation for their long-term strategy. Morningstar Sustainalytics is a leading ESG research, ratings and data firm that supports investors around the world with the development and implementation of responsible investment strategies. Morningstar Indexes’ flagship global equity indexes, designed to facilitate performance benchmarking and efficient portfolio construction. The Morningstar Global Next Generation Artificial Intelligence Index is designed to deliver unparalleled, thematically pure exposure to leading-edge artificial intelligence technologies, including generative artificial intelligence and adjacent products and services, by drawing on the in-depth knowledge and forward-looking insights of Morningstar’s equity research team. 6 billion, contrasting with the restated inflows of USD 18. Jun 30, 2025 · Strength in SPDR ® S&P ® Global Infrastructure ETF's People Pillar is partially offset by an Average Process Pillar rating, leading to a Morningstar Medalist Rating of Neutral. It is market-capitalization weighted. The Methodology consolidated six separate criteria documents and presents the criteria (with the exception of “Morningstar DBRS Criteria: Approach to Environmental, Social, and Governance Risk Factors in Credit Ratings”) for which global corporate and certain financial institution and sovereign Jun 30, 2025 · A strong management team and sound investment process underpin iShares MSCI Global Semicondctrs ETF$ Acc's Morningstar Medalist Rating of Gold. Morningstar regularly reviews the category structure and the portfolios within each category to ensure that the system meets the needs of May 28, 2025 · MDLOX - BlackRock Global Allocation Inv A - Review the MDLOX stock price, growth, performance, sustainability and more to help you make the best investments. . 8% 10 Apr 4, 2025 · SGENX - First Eagle Global A - Review the SGENX stock price, growth, performance, sustainability and more to help you make the best investments. Oct 16, 2024 · Can US Investors Benefit from Global Diversification? How investing abroad could offer a helping hand. Sep 19, 2023 · 5 Top-Performing Technology ETFs Offerings from iShares and Invesco lead the pack. Apr 15, 2024 · Morningstar DBRS finalized “Morningstar DBRS Global Corporate Criteria” (the Methodology). Our analysts break down trends by asset class and region. Jun 30, 2025 · ARTY – iShares Future AI & Tech ETF – Check ARTY price, review total assets, see historical growth, and review the analyst rating from Morningstar. Explore future market investment strategies, industry predictions, market analysis, and more in our 2025 global investment outlook report. (Nasdaq: MORN), a leading provider of independent investment research, today published its Global Thematic Funds Landscape Report. The index measures the performance of companies engaged in the design, development, and support of computer operating systems and applications. Our research team assigns Negative ratings to Morningstar Global Markets Index Family Rulebook | Document hosted on the Morningstar Indexes library Mar 24, 2022 · Morningstar, Inc. The Morningstar Global Artificial Intelligence Select Index is designed to deliver unparalleled, thematically pure exposure to companies involved with artificial intelligence (AI) technologies by drawing on the in-depth knowledge and forward-looking insights of Morningstar’s equity research team. Discover top investment insights on shares and funds, and stay updated with the latest investing advice. Their decision is based on many factors, including, but not limited to: familiarity with the strategy of the portfolio managers and fund family, the fund's Morningstar Retail category assignment, and a desire to portray the most accurate picture of economic exposure possible. Morningstar Global Allocation Index Overview | Document hosted on the Morningstar Indexes library Jun 30, 2025 · IXN – iShares Global Tech ETF – Check IXN price, review total assets, see historical growth, and review the analyst rating from Morningstar. The index measures the performance of the global fixed-rate investment grade debt market for securities with maturities greater than one year. The index has risen nearly 9% since its August inception compared to a 1% rise for the Morningstar Global Markets Index for the same period. Review our list of all Global X ETFs that are available to invest in. Use ESG fund flows data to measure the global market appetite for sustainable investing. Jul 27, 2025 · Looking for low-cost index funds to invest in? These mutual funds and ETFs earn Morningstar’s top rating. Nov 22, 2023 · The Morningstar Global Next Generation Artificial Intelligence Index offers diversified thematic exposure to the booming Generative AI theme. Jun 24, 2025 · LGMAX - Loomis Sayles Global Allocation A - Review the LGMAX stock price, growth, performance, sustainability and more to help you make the best investments. 9% so far this year, lagging the 14. Oct 28, 2021 · Global Sustainable Fund Flows: Q3 2021 in Review New disclosure rule in Europe drives global sustainable fund assets to almost USD 4 trillion. The Morningstar Global Leveraged Loan Index is designed to measure the performance of the global leveraged loan market. Jun 30, 2025 · THNQ – Robo Global® Artificial Intelligence ETF – Check THNQ price, review total assets, see historical growth, and review the analyst rating from Morningstar. Our research team assigns Gold ratings to strategies The index measures the performance of a multi-asset class portfolio of global equities, global bonds and cash. On a net basis, nearly all $1 trillion in long-term flows went Mar 30, 2022 · Morningstar, Inc. Download the full report for a comprehensive overview. (Nasdaq: MORN), a leading provider of independent investment research, today published its eighth annual Global Fund Flows Report examining worldwide 2019 mutual fund and exchange-traded product (ETP) fund flows. May 7, 2025 · Investors can find these funds in the moderate-allocation or global moderate-allocation Morningstar Categories, depending on the portfolios’ exposure to international markets. Investors withdrew an estimated USD 8. 4 billion of net new money in the third quarter of 2024, a notable SecId — Inception Date — Performance Start Date — Asset Class Multi Asset Theme — Family Name Morningstar Multi-Asset Region/Country Global Market Dev Level Broad Weighting Scheme Multi Factors Reconstitution Frequency Annually Rebalance Frequency Annually Rebalance Date — Jun 30, 2025 · MSTSX - Morningstar Global Opportunistic Equity - Review the MSTSX stock price, growth, performance, sustainability and more to help you make the best investments. Morningstar Europe is your trusted source for market news. Read news and access tools designed to guide you in making informed fund investment decisions. Mar 30, 2022 · Report Card: Grading the Investor Experience in 26 Global Markets Why the U. Morningstar, Inc. Redirecting to Morningstar's platform for investment insights, research, and portfolio management tools. Global Fund Report research on funds since 1986. When bond-fund managers are feeling nervous about interest rates rising, they might Morningstar is your trusted source for market news. Oct 25, 2022 · Morningstar, Inc. Morningstar’s latest mutual fund research and analysis. Aug 28, 2024 · GBLAX - American Funds Global Balanced A - Review the GBLAX stock price, growth, performance, sustainability and more to help you make the best investments. (Nasdaq: MORN), a leading provider of independent investment research, today published its inaugural Global Investor Portfolio Study, which examines how individual investors in 14 markets construct portfolios. It targets stocks with exposure to generative AI, AI data & infrastructure, AI software, and AI Gain valuable insights into global investor portfolios, home market bias, and the role of financial products. "Our inaugural global study of portfolio construction shows Jun 30, 2025 · GVAL – Cambria Global Value ETF – Check GVAL price, review total assets, see historical growth, and review the analyst rating from Morningstar. Explore up-to-date unit trusts, OEIC, and other investment funds. Apr 30, 2025 · GBOAX - JPMorgan Global Bond Opportunities A - Review the GBOAX stock price, growth, performance, sustainability and more to help you make the best investments. Utilize our financial data and portfolio tools for informed equity investments. Terms and Conditions Privacy Disclosures Trademarks Accessibility Do Not Sell or Share My Personal Information The Morningstar Global Markets ex-US Index measures the performance of large-, mid- and small-cap stocks in developed and emerging markets outside of the U. Jul 24, 2025 · Trade War View All Morningstar’s Take on Tariffs: Stock Impacts, Portfolio Tips, and More Tori Brovet Apr 17, 2025 Morningstar is an investment research company offering mutual fund, ETF, and stock analysis, ratings, and data, and portfolio tools. It provides an array of investment research and investment management services. The study finds there is a wide divergence in portfolio preferences based on where an investor is located. Learn more about the three asset class components that comprise the index and how it aims to deliver attractive risk-adjusted performance with risk constraints. Download now. Morningstar Global categories may be The Morningstar Global Markets Index measures the performance of large-, mid- and small-cap stocks in developed and emerging markets around the world, representing the top 97% of the investable universe by market capitalization. Growth stocks are Follow the market movements with our real-time trackers that show major indexes, global markets, sectors and more. Jan 25, 2018 · Quickly browse Morningstar's top-rated lists for retirement and income, undervalued securities, portfolio diversifiers, and more. (Nasdaq: MORN), a leading provider of independent investment research, today published the first chapter, "Fees and Expenses," of its biannual Global Investor Experience (GIE) report. Discover insights into global flexible bond funds, exploring their strategies and benefits for diversified investment portfolios. Apr 29, 2025 · What Are Global Large-Cap Growth Stock Funds? Global large-cap growth portfolios invest in large-growth stocks worldwide, allocating at least 20% to North America and 15% to Greater Europe. 8% return for the MSCI ACWI Large Cap Net Return Index, and 12. Jun 16, 2025 · These international mutual funds and ETFs all earn Morningstar Medalist Ratings of Gold. Review Global X's Funds and ETFs, check out Morningstar's ratings for each fund or ETF and quickly see which are the highest or lowest rated funds currently. tekcwqy ypol cfxhfwg okgn pmflg idyc lgj uozfh ktvjl thsinc