Keep these common missteps top of mind.
How to make the call.
Why too much of a good thing can turn bad.
Let the Morningstar Style Box be your guide.
Target-date funds have been one of the fund industry's biggest winners over the past decade.
Use this tool to keep track of issues and events that might affect your portfolio.
You might be surprised at just how low you can go.
Compelling liquid alts strategies are in short supply, but we've identified several new Morningstar Medalists in recent months.
Some of the luster has dulled from the once-booming liquid alts category.
The problems at Marketfield aren't a microcosm of the liquid alts industry at large.
Did Brexit catch these go-anywhere alternative funds leaning the wrong way?
We're launching new equity, fixed-income, and alternatives categories to give investors a more focused lens for research.
We wrap our arms around this fast-growing category.
These three candidates delivered what investors seek from an alternative-strategy fund.
Investors and fund companies press the pause button in 2015.
Investors in alternative funds aren't faring any better than the rest of the fund world.
Long-short funds that employ options-based strategies can lead to a wide range of outcomes.
Late August provided a stress-test.
Beta ranges reveal a dizzying array of approaches.
The costs of shorting aren't always visible, but they can exact a price.
The world is these alternatives managers' oyster.
We highlight three that were Oscar-worthy--for reasons both heroic and scary.
These alternatives managers did more with less.
We are developing a pool of potential candidates.
There's more than meets the eye to CalPERS' decision to jettison hedge funds.
Increased institutional use of mutual funds is among the surprises in this year's survey results.
But smaller funds with star potential lurk from afar.
Does a rough 2013 foretell future turbulence for risk-parity strategies?
A buoyant stock market lifted most target-date vessels in 2013.
Will the merger of these offerings help save the firm's managed-payout concept?
Morningstar research shows increased allocations to foreign markets in target-date funds.
Morningstar's annual study finds strong results alongside leveling growth.
Our updated methodology awards medals to 10 series.