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1 week ago | 
morningstar.com | Gabe Alpert
From household names like Meta META to relative unknowns like Nebius Group NBIS, the managers of the top-performing, $2.4 billion Alger Focus Equity Fund ALZFX are investing in the artificial intelligence industry from every angle. “This is probably the biggest trend and theme that we have seen in our lifetime,” says Ankur Crawford, executive vice president at money manager Fred Alger Management and one of the fund’s two portfolio managers.
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2 weeks ago | 
morningstar.com | Gabe Alpert
When the Trump administration’s hawkish tariff announcements sparked chaos in global markets, it seemed the bull run was over for high-yield bond funds. However, they’ve started to rebound from the losing streak they saw in early 2025. High-yield bond funds, which invest in riskier, below-investment grade bonds, outperformed other categories over the past several years, especially in 2024.
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1 month ago | 
kessler-prod.reta52d8.eas.morningstar.com | Gabe Alpert
For investors who are worried about the effect of fluctuating interest rates on their fixed-income portfolios, ultrashort bond funds may be an attractive option. To screen for the top-performing funds in this category, we looked for those with the best returns over the last one-, three-, and five-year periods. Both names that passed the screen are actively managed.
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1 month ago | 
morningstar.fr | Gabe Alpert
La hausse des rendements obligataires Normalement, lorsque le marché boursier s’effondre ou subit d’autres tensions, les investisseurs recherchent la sécurité des bons du Trésor américain, ce qui fait baisser les rendements, les prix des obligations augmentant avec la demande. Le marché boursier a commencé à chuter après que le président Trump a lancé une série de tarifs douaniers le 2 avril.
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1 month ago | 
morningstar.co.uk | Gabe Alpert
• The rise is unusual, in that it comes as expectations of a recession have grown. • Fund managers say it’s still unclear whether the rise is temporary, and that it depends on the underlying causes. The jump in US Treasury yields in the days after President Donald Trump unveiled his harsher-than-expected global tariff regime drew widespread attention, including from Trump himself.
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1 month ago | 
morningstar.com | Gabe Alpert
When US President Donald Trump surprised markets with aggressive tariffs against scores of countries, funds focused on large-company growth stocks took a big hit and value strategies proved more resilient. More recently, large growth funds have recovered, and they’ve been the best-performing corner of the Morningstar Style Box since April 3. With the rebound, these funds regained their seat as the long-term performance leader, with value strategies falling behind.
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1 month ago | 
morningstar.com | James Gard |Gabe Alpert
US stocks rose on Wednesday as President Donald Trump backpedaled on his threat to remove Federal Reserve Chair Jerome Powell and indicated a potential deescalation of the trade war Trump started earlier this month. The Morningstar US Market Index rose 1.8%, the benchmark S&P 500 Index gained 1.8%, and the more tech-heavy NASDAQ rose 2.7%. All nine Morningstar Style Boxes rose, with the biggest gains coming from large-cap growth stocks, which jumped 2.6%.
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1 month ago | 
morningstar.ca | Gabe Alpert
All nine of the ETFs are index funds that track variations of one of two indexes, the MSCI EAFE Index and the Vanguard FTSE Developed Markets Ex-US Index. These two indexes provide exposure to stock markets of developed countries outside the US. The major difference between them is that the Vanguard index invests in three additional countries beyond the EAFE index: Canada, South Korea, and Poland.
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2 months ago | 
morningstar.com | Gabe Alpert
Energy stocks have been hit hard by a steep drop in oil prices. The Energy Select Sector SPDR ETF has lost 16% in two days. Oil producer and oilfield services stocks and ETFs suffered the largest losses in the group. As President Trump’s trade war escalates and fears of an economic slowdown grow, energy stocks have been the worst-performing sector during the selloff amid a steep drop in oil prices. WTI oil prices have fallen to under $62 a barrel from over $70 before the tariffs were announced.
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2 months ago | 
morningstar.com | Gabe Alpert
The best performer among the largest active bond funds was the PIMCO Total Return Fund, which returned 3.5% in the first quarter. The iShares 20+ Year Treasury Bond ETF did the best out of the largest bond index funds, returning 4.7%. TIPS and longer-term bonds outperformed in the quarter, while munis underperformed.
