The best mutual funds will capitalize on new trends expected to emerge in the new year, all while offering low costs and ...

Is rebalancing your investment portfolio for 2026 a must-do for all investors? “Rebalancing isn’t equally important in every market environment,” says Morningstar portfolio strategist Amy Arnott.

Like many indexes, the S&P 500 is market capitalization-weighted, which means the greater the size of the company, the more ...