The Morningstar Quantitative Rating knows U.S. model portfolios all too well.
Performance probably can’t get much worse than it was in 2022.
A case study using Vanguard's tax-efficient model portfolios.
How have our picks performed, and did the ratings matter?
We're incorporating the Morningstar Portfolio Risk Score to categorize funds better.
The original low-cost choice is still a cut above most peers.
Target-date funds are best kept where most of them are: in a tax-deferred account.
'The reports of my death are greatly exaggerated,' says the asset-allocation standard.
Collective investment trusts are cropping up in more retirement plans. Here’s how they differ from funds.
Firms are teaming up to unite their best features.
Behind the accelerating shift from mutual funds to CITs on 401(k) plans.
Investors win again as two target-date behemoths continue to go toe-to-toe over which one is cheaper.
What's driving their rapid growth and how we're helping make sense of it.
Private equity managers long for target-date funds, but the asset class' high fees and operational challenges keep it in the friend zone.
The firm has one of top teams for asset-allocation research and execution in the industry.
We unpack the differences among the firm's three target-date strategies.
This giant's target-date series remains among the best for retirement savers.
Going all-in on ESG investments doesn’t mean you have to pay high fees.
The classic balanced portfolio wasn't slowed down by the worst quarter for U.S. core bonds this century.
Learn how they differ from mutual funds.
Our 2021 paper reveals new trends.
Pimco joins our list of top target-date funds, and T. Rowe Price gets an upgrade.
We've doubled our coverage of model portfolios. These are our top picks.
Here's why target date funds can be excellent choices for an IRA.
Overall, target-date fund annual flows turn negative for the first time.
Don’t let the solution for more income be worse than the problem.
This year’s top asset-gathering sustainable ETF plays a supporting role in the firm’s models.
Since March 2009, investors have collectively paid $1 billion more in fees to liquid alternative mutual funds than what they’ve gained in return.
What to know about the rapidly growing list of third-party model portfolios advisors have to choose from.
For some college savers, state tax incentives might outweigh their investment fees.
The SECURE Act opens the door for annuities in target-date funds.
Top-rated BlackRock Lifepath Index follows a path worth traveling.
A surprise retirement and our updated methodology lead to a shake-up of series with Morningstar Analyst Ratings of Gold.
Investors within 15 years of retirement pulled more than $9 billion in March.
Rebalancing during a bear market can feel painful, but it pays off in the long run.
Keep your portfolio's risks in check with this one simple trick.
We examine the incentives that college savers have to stay in-state.
Long duration is the "Sharpe" choice for aggressively positioned portfolios.
BlackRock Systematic Multi-Strategy pursues a quantitative strategy and is on our radar.
The performance of liquid alternatives has shown some marginal improvement over the last three years.
Keeping it simple has been anything but stupid.
Manager David Giroux shares a few stock picks and what he thinks of the bond market today.
Event-driven strategies have performed well in a difficult period for liquid alternatives, and rising cash rates could further boost their outlook.
Gold-rated BlackRock LifePath Index's blend of forward-thinking management, low costs, and high-quality building blocks make it among the industry's best options.
Long-short equity funds should, in theory, help protect against big equity market drawdowns but large players like AQR and Boston Partners were hit hard when value stocks sank last year.
Target-date funds are performing more alike before expenses than in the past, making fee differences even more important in separating good and mediocre performers.
If history repeats itself, saving early can improve your odds of slaying the tuition inflation monster by about a third.
We address some questions about our recent study on liquid alternatives’ performance.
A framework for evaluating the diversification benefits an alternative mutual fund might confer to a traditional portfolio.
The fund net expense ratios Morningstar publishes now include costs from interest and dividend expense, but that won't affect Morningstar Analyst Ratings.