Layers of explicit and implicit costs make HSA expenses tough to evaluate.
Whether you're spending or investing your HSA, Fidelity rises to the top.
Fidelity emerges as a clear winner in our checkup on health savings accounts.
Foreign equities are currently trading near their largest discounts to U.S. stocks seen over the past 15 years.
Silver-rated T. Rowe Price Retirement Balanced benefits from multiple layers of proven managers and low fees.
Spending your HSA on current medical costs? Two plans stand out.
We assessed 10 of the largest HSA plans; a few are healthy, but most need attention.
Two upgrades and nine downgrades highlight this year's ratings.
Silver-rated American Funds American Balanced is a giant among allocation funds—and recent improvements on the fixed-income front further boost our confidence.
Morningstar's 2017 Allocation Fund Manager of the Year David Giroux has amassed a tremendous record at the closed, Gold-rated T. Rowe Price Capital Appreciation.
Providers of health savings accounts need to up their game, according to our study.
With broad improvements across the 529 industry, plans that stand still fall behind.
Thirty-four plans are Morningstar Medalists, and two receive Negative ratings.
Look out for three common HSA expenses: underlying fund fees, maintenance fees, and investment fees.
Diversification with minimal overlap is the best recipe for HSA investment menus.
We evaluated 10 plans, and only one looks attractive for use as both a spending and investing vehicle.
During 2016, fees hit record lows, assets reached a new all-time high, and asset-allocation techniques improved.
Outflows lead to shrinking investment teams among many active managers.
Most investment shops reward managers for short-term results, and few consider risk-adjusted returns.
2 former Gold-rated plans slip, the list of Negative-rated plans grows.
Thirty-three plans are Morningstar Medalists, and three receive Negative ratings.
A manager change and organizational stress at GMO have led us to downgrade GMO Benchmark-Free Allocation from Silver to Bronze.
Morningstar’s annual college-savings plan study highlights some of the industry’s most-pressing matters and how investors can pick the right plan.
The bull market in equities since the credit crisis has masked the volatility of these funds.
Most investment shops reward managers for short-term results, and few consider performance beyond five years.
Two candidates navigated last year's turbulent markets especially well.
These funds have become more concentrated among top holdings during the past three years.
Returning to the open-end format provides more transparency for shareholders but changes little else.
Twenty-nine plans are Morningstar Medalists, and two receive Negative ratings.
It's a heterogeneous group, and the strategies appear less sensitive to rising interest rates than expected.
Morningstar finds federal tax savings give 529s an edge.
Morningstar highlights what moves a 529 plan from good to great.