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1 week 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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2 weeks 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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2 weeks 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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2 weeks 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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3 weeks 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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1 month 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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1 month 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.
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1 month ago | 
morningstar.com | Gabe Alpert
Eight of the 10 largest active stock funds landed in the top third of their categories. Two of the 10 largest index stock funds were in the top third. Value-tilted funds outpaced growth as the market shifted from 2024. As the stock market faltered and the artificial intelligence darlings that drove it higher in 2024 fell sharply, the most widely held value funds had their time in the sun during the first quarter of 2025.
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1 month ago | 
morningstar.ca | Gabe Alpert
At first, it looked like 2025 might follow the same path, but the landscape shifted abruptly. Electric car maker Tesla TSLA stock has fallen 29% in 2025 after rising more than 100% in 2024. Semiconductor company Broadcom AVGO has fallen 19% this year after gaining 45% last year. It’s not limited to tech, with retailer Walmart WMT having fallen by 6% this year after rising 34% in 2024. As a result of this sudden reversal, momentum ETFs have cooled significantly.
