Dividend veterans bring their expertise to the Morningstar Investment Conference.
Filled with large-cap value stocks and run by adept managers, this fund earns our top rating.
The fund is outperforming its peer group this year. But that's not why Morningstar likes it.
The historic fund company tries to keep up with the times--on its own terms.
Two senior leaders plan to retire in the next 18 months.
ETFs sizzled, open-end funds fizzled, and bond funds kept on rolling.
They collect a record $97 billion and lift U.S. equity funds.
Taxable-bond funds are still getting inflows; U.S. equity funds aren't.
Open-end funds headed for worst year ever as exchange-traded funds get inflows.
As stocks rise, investors shift from U.S. equity to taxable-bond funds.
Silver-rated Columbia Dividend Income boasts stable leadership and a well-defined approach with staying power.
These excellent funds provide international exposure, but with a little bit more risk than core funds do.
U.S. and international equity fund flows are ugly so far in 2020.
Taxable-bond funds swing from historic carnage to record inflows.
This gutsy fund retains its Gold rating.
Taxable-bond funds see inflows, while U.S. and international-equity funds bleed assets.
Taxable-bond funds bounced back, but one fund family took a large hit in outflows.
The coronavirus pandemic shook the markets in March, and bond-fund flows cooled off dramatically after a hot streak.
The coronavirus and the steep drop in oil prices were an unexpected double whammy for this Gold-rated fund.
Investors left U.S. equity funds last month and turned to bond and money market funds instead.
Investors continued to flock to fixed-income funds last month.
How four large-value Morningstar Medalists have fared in the growth-led market.
Contrarian picks, patience, and strong teams contribute to the fund family's solid long-term record.
Dodge & Cox International Stock is a fine package deal.
Gold-rated Dodge & Cox Stock proves that low-cost active management can still add value.
Overall, we published 205 ratings, giving inaugural grades to 14 strategies.
Bronze-rated Royce Opportunity remains an attractive option despite its volatility.
This contrarian strategy boasts a respectable track record.
Bronze-rated Neuberger Berman Genesis has found a recipe for success with its veteran comanagers and focus on smaller companies.
Major U.S. market indexes reached all-time highs even as threats loomed.
Bronze-rated Principal Equity Income relies on patient execution of a simple but effective process.
As trade barriers go up, so do U.S. equities--for now.
Silver-rated Mairs & Power Growth's conservative, low-turnover, nothing-flashy approach is built for the long run.
Growth stocks held on to small gains as Amazon continued to rise.
Silver-rated Principal MidCap's track record is near the top of its class thanks to a strategy of favoring firms with a long-term focus.
For these skilled managers, a great year is only part of the story.
Our analysts think Royce Special Equity, Oakmark Select, and Neuberger Berman Equity Income are good options for the long term.
The managers at Bronze-rated Neuberger Berman Genesis aren’t interested in the flashiest growers; instead, they want strong companies with low debt and high returns on assets.
Silver-rated Conestoga Small Cap has weathered recent retirements well, but the next challenge is capacity.