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Morningstar

CRD: 282135

In PWD coverage since August 14, 2026 · 15 stories

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Aug 17, 26Fund launchJeff Ptak — coverage

Aug 14, 14Fund launchCRSP Market Indexes · Morningstar Market Indexes

PWD coverage

portfolio

Why active funds lag: their trading erases their stock picks

Morningstar's Jeff Ptak finds the 100 largest active U.S. stock funds picked stocks better than they traded them.

products · Aug 19Blue Earth's impact secondaries fund gives LPs an exit

products · Aug 19Morningstar finds no yield penalty in ESG income funds

portfolio · Aug 18Index funds reach 42% of average advisor portfolio, Fidelity says

portfolio · Aug 18Morningstar's CRSP rebrand leaves advisors with a naming cleanup

portfolio · Aug 18One in eight active large-cap funds beats the index over a decade

portfolio · Aug 18Active's losing decade turns advice into the product

passive · Aug 18Broadcom's bear market turns single-stock ETFs into a timing problem

portfolio · Aug 18ETF glut passes the stock count, forcing a stricter screen

The Close · Aug 18Vanguard bends to RIAs, and John Bogle's ghost winces

The Close · Aug 18ETF launches fail from a trust deficit

launches · Aug 18BlackRock swallows its pride on synthetic ETFs

issuers · Aug 17Goldman Sachs to acquire NEOS, the $30bn options-income ETF shop

RIA · Aug 14LPL unveils Latitude AI platform, shares pop 3.2%

Family Office · Aug 14AI Evolution Moves Family Offices From Query to Command

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