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Mutual Funds and ETFs
Firm
Author
Type
The State of US ETFs 2026
Morningstar
Zachary Evens, Daniel Sotiroff
Research
30 Pages
US Active/Passive Barometer
Morningstar
Research
44 Pages
A Comprehensive Guide to ETFs (2nd edition) Module 2: Evaluating ETFs
CFA Institute
Joanne Hill, Elisabeth Kashner
Research
63 Pages
2026 US Fund Fee Study
Morningstar
Zachary Evens, Brendan McCann
Research
42 Pages
Trends in the Expenses and Fees of Funds, 2025
ICI
Research
19 Pages
Sizing the ETF Opportunity: Active ETFs Move to Center Stage
Citi
Research
7 Pages
50 years. 50 facts. Indexing since 1976.
Vanguard
Article
5 Pages
Target Date Funds Primer
Meketa
Hannah Schriner, Alison Adams
Research
8 Pages
Levered Single-Stock ETFs
Hendrik Bessembinder
Research
58 Pages
Charles Schwab ETFs and Beyond Study
Charles Schwab
Research
49 Pages
What Short-Term Fund Performance Tells Us About Future Returns
Morningstar
Daniel Sotiroff, Eugene Gorbatikov
Article
10 Pages
ETFs 2025: Cheap, Fat, Starving for Attention
Dave Nadig
Research
18 Pages
A Comprehensive Guide to ETFs (2nd Edition)
CFA Institute
Dave Nadig, Elisabeth Kashner, Joanne Hill
Research
60 Pages
2024 US Fund Fee Study
Morningstar
Zachary Evens, Bryan Armour
Research
42 Pages
Investment Company Fact Book
ICI
Research
154 Pages
When the Market Outgrows the Index
TCW
David Vick
Research
3 Pages
Diversification properties and risk-adjusted performance of security lending
State Street
Travis Whitmore
Research
29 Pages
Mutual Funds & Unicorns
Morningstar
Jack Shannon
Research
22 Pages
Securities Lending Provides Value. But Is It Enough To Make a Bad Fund Good?
Morningstar
Zachary Evens, Lan Anh Tran
Research
9 Pages
ETFs 2027: A world of new possibilities
PWC
Research
17 Pages
Tracking Unicorn Companies in U.S. Mutual Funds
Morningstar
Jack Shannon, Katie Reichart
Research
24 Pages
No Room on the ARK?
Morningstar
Research
11 Pages
The Role of Taxes in the Rise of ETFs
Research
148 Pages
Global ETF Survey 2020
TrackInsight
Jean-René Giraud
Research
108 Pages
What Is A Mutual Fund Worth?
Vanguard
Andrew S. Clarke
Research
8 Pages
2018 Target-Date Fund Landscape: Sizing Up the Trillion-Dollar, Increasingly Passive Giant
Morningstar
Jeff Holt, Heather Larsen
Research
61 Pages
U.S. Fund Fee Study: Average Fund Fees Paid by Investors Decreased 8% in 2017, the Largest One-Year Decline Ever
Morningstar
Patricia Oey
Research
12 Pages
How Long Can a Good Fund Underperform Its Benchmark?
Morningstar
Paul Kaplan, Maciej Kowara
Research
20 Pages
ETF Semi Annual Review
Morgan Stanley
Michael Jabara, John Duggan
Research
481 Pages
A Comprehensive Guide to Exchange-Traded Funds (ETFs)
CFA Institute
Joanne Hill
Research
202 Pages
Desperately Seeking Alpha
Cerulli Associates
Research
24 Pages
The Next Generation of ETFs: Why Every Asset Manager Needs an ETF Strategy
PWC
Paul Schaeffer
Research
24 Pages
ETF Report
Invesco
Research
32 Pages
The Performance of Mutual Funds in the Period 1945-1964
Michael Jensen
Research
37 Pages