Articles

  • 1 week 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.

  • 2 weeks 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.

  • 3 weeks 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.

  • 3 weeks 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.

  • 3 weeks 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.

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