Low-volatility strategies and energy-heavy portfolios helped these hybrid fund strategies deliver for investors.
Despite a bear market for stocks, and the worst bond market in history, fund investors for the most part stayed the course.
Vanguard Total Market Index, Vanguard Short-Term Corporate Bond ETF, and iShares iBoxx $ Investment Grade Corporate Bond ETF among the laggards.
Rising rates inflicted record losses on the most widely owned bond funds, but some actively managed bond funds fared somewhat better.
Total market funds lagged, while value and dividend-focused strategies remained buoyant.
Just about the only safe haven from rising rates were these ultrashort bond funds.
These stock funds are the winners in recent years.
After 15 years, Vanguard set to yield the top spot to iShares, thanks to active fund outflows.
What drives these firms’ competitive advantages varies by industry.
Many alternative strategy funds are successfully playing defense for investors in a brutal market.
Growth stocks like Microsoft, Amazon, and Alphabet are finding their way into a handful of value stock portfolios.
Amid weaker earnings results across the market, stocks that fell short took a bigger beating.
With bond yields at their best levels in years, a look at what some Morningstar Medalist funds have to offer investors.
Here’s how to build a portfolio that fits your sustainability goals and interests, like climate change.
Fidelity funds, Oakmark Select are among those dented by the woes of Facebook’s parent company.
Stock fund managers have raised cash as investors put money to work, but investors are still choosing U.S. equity funds.
Dividend stocks pay more than the yields on bonds, but also come with risks.
Some funds saw a fourth consecutive quarter of losses.
These funds clocked their third-consecutive negative quarter.
This could become bond funds’ worst year on record.
Holding more cash can be a tactical decision as managers wait for deals.
Inflation Reduction Act lifts clean energy; Fed minutes ahead.
Some ESG outperformers got a boost from a usually nonsustainable sector: energy.
Energy and utility stocks helped lift the performance of these funds.
Oil stocks fall as crude oil prices decline. Uber and Lyft rally on solid earnings results.
Here's how long recessions typically last and how you can prepare.
Despite a bear market in stocks and brutal start to the year in bonds, fund investors are hanging tight.
While these loans pay out more to investors when rates rise, their chances of going into default increase during a recession.
Rising rates, growing credit concerns leave investors with widespread losses.
Investors in the most widely-held stock funds endured another down quarter.
Former growth-stock darlings are now landing in the value stock bucket.
Investors continue their retreat from bond funds.
How rising interest rates affect you, borrowing costs, and more.
These funds have managed to stay in the top third of the large-growth category.
These growth funds and value-tilting dividend strategies had the largest weights in the stock.
What are I bonds and how do you buy them?
Record monthly outflows hit stock funds in April, but overall investors are staying put for now.
Major events are leading to a global supply crisis where the flow of goods to stores is disrupted.
These funds moved from best to worst, or from worst to best, amid the stock market's volatility.
Funds investing in fast-growing stocks and those with a niche focus had the most exposure.
Investors stuck with stocks and bailed on bonds during the first three months of the year.
Dividend funds and strategies with heavy energy stakes weathered the turmoil, while pandemic-high flyers took a beating.
In a volatile market, TIPS funds are down but still performing better than most bond funds.
Learn how rising prices are likely impacting how far you can stretch your cash.
Big losses in China come on the heels of a Russian stock wipeout.
Some funds' processes led them away from Russian companies.
Cathie Wood says ARKK is a “deep value” fund now. But Morningstar’s data shows it's still a growth fund, just with stocks that are struggling.
Cybersecurity, clean energy, and uranium funds gain following Russian attack.
Though tiny, active exchange-traded funds generated an outsize share of flows in 2021.
As the Fed looks to raise interest rates, funds most sensitive to rate changes have been hit hardest.