Morningstar: Active Funds Underperformed Passive Peers in 2025
The firm’s Active/Passive Barometer has shown a declining rate of success for actively managed mutual funds and ETFs.
| Ticker |
MORN
|
| CIK | 0001289419 |
| SIC | 6282 |
| Sector | Finance, Insurance, And Real Estate |
| Industry Category | Trading |
| Industry Group | Security And Commodity Brokers, Dealers, Exchanges & Services |
| Address | 22 WEST WASHINGTON STREET, CHICAGO, IL, 60602 |
| Website | morningstar.com |
| Phone | (312) 696-6000 |
| CEO | Kunal Kapoor |
| Employees | 12,200 |
Our team will help you customize a package that meets the needs of your business.
Request a Consultation|
Standardized FinancialsdocsIntrinio provides professional-grade historical financial data. This data is standardized, cleansed and verified to ensure the highest quality data sourced directly from the XBRL financial statements. The primary purpose of standardized financials are to facilitate comparability across a single company’s fundamentals and across all companies fundamentals. For example, it is possible to compare total revenues between two companies as of a certain point in time, or within a single company across multiple time periods. This is not possible using the as reported financial statements because of the inherent complexity of reporting standards. Below is a preview of several data points from each financial statement, as well as a sample of our many calculated metrics: |
|||||||||||||||||||||
|
Income Statement
|
Balance Sheet
|
||||||||||||||||||||
|
Cash Flow Statement
|
Calculations
|
||||||||||||||||||||
|
Latest NewsdocsIntrinio provides up-to-date news articles on every US company from various sources. Here are several examples: |
Morningstar: Active Funds Underperformed Passive Peers in 2025The firm’s Active/Passive Barometer has shown a declining rate of success for actively managed mutual funds and ETFs. Morningstar Names Scott Brown as President of Direct Platform BusinessCHICAGO, February 19, 2026--Morningstar has appointed Scott Brown as President, Direct Platform, effective March 2, 2026. Morningstar Retirement and Alta Trust Company Launch Foundation Series Collective Investment Trusts to Expand Access to Professionally Managed Retirement PortfoliosCHICAGO, February 19, 2026--Morningstar Retirement, part of Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today announced a strategic collaboration with Alta Trust Company and a group of leading asset managers to launch the Foundation Series Collective Investment Trusts (CITs), a set of six multi-manager portfolios designed to broaden access to institutional-quality investment services for retirement plans of all sizes. Trying to Cut Retirement Taxes? Avoid This Common StrategyIf you're planning on making tax-deferred retirement accounts the last pot of money you tap after retirement, you've got a lot of company. And why not? The idea that your 401(k) or traditional IRA can keep growing and churning out … Continue reading → The post Want to Minimize Retirement Taxes? Don't Follow This Popular Strategy appeared first on SmartAsset Blog. Why Buffer ETFs May Fall Short for Long-Term InvestorsBuffer ETFs can work for short-term investors, Morningstar found. But they shouldn’t be compared with historical returns, one company says. |