The trophies go to managers and a firm that put investors first.
Ariel Investments president Mellody Hobson says the firm does not believe the tax cut is fully priced into the market today.
Bronze-rated Fidelity Select Energy's manager is a career energy investor who applies a consistent process.
These winners think long-term.
Fund providers with strong prospects are differentiated and offer low-cost, repeatable investment strategies.
Check out the winners, and discover what makes them stand out.
Global study finds women have better odds of winning management roles in growing parts of the industry.
New Morningstar study finds U.S. rate of women fund managers trails global standard and hasn't improved since 2008.
Earning less, a shorter career, and living longer should steer women toward riskier assets, Morningstar's Laura Lutton says.
It is important to look at fund's risk from several angles to get a full picture, says Morningstar's Laura Lutton.
Expenses, manager changes, and lagging performance disqualify funds from an elite group.
Silver-rated MFS Value gains an edge over peers with its low expense ratio and strong risk-adjusted returns.
The firm's stewardship profile has been on the rise.
Research shows that women money managers have outperformed across a wide range of strategies, says author Meredith Jones.
A Morningstar study finds that less than 10% of fund managers are women.
Established management, a strong investment process, and modest costs help Vanguard Health Care earn a Gold rating.
The firm's longtime equities head, Sharon Fay, will give up her role as CIO for global value and exit as a manager of two funds.
These direct-sold and advisor-sold plans exhibit strong menus of investment options, solid management, and reasonable fees.
A new Morningstar study suggests that investors often benefit when they seek out firms with strong stewardship characteristics.
New study points to differences among top firms' stewardship practices and performance.
New Morningstar study of asset managers shows good stewards have produced better funds.
Improvements across the 529 spectrum helped increased the medal count in our annual plan ratings, says Morningstar's Laura Lutton.
32 plans earn medals from Morningstar's analysts.
Many states offer tax credits or deductions based on 529 contributions, but savers should also consider whether the tax advantages are worth going with a specific state's plan.
Not all 529 plans are created equal, which is why it pays to examine a plan's portfolio construction, management style, pricing, and stewardship before investing.
Although several states have favorable options, savers should check the tax advantages of their own state's plans before putting money into an out-of-state vehicle.
With age-based and fixed-allocation options, and direct-sold and advisor-sold plans, college savers have a lot of choices, but it's often a gut-check decision as to what's right for them.
Fees continue to fall, but mutual funds and indexes post better returns.
The firm's many mergers have yielded some good funds, though beware the price tags.
Success in 2012 took many forms.
Morningstar's Laura Lutton details the new ratings system used for 529 college-savings plans, what analysts look for in the plans, and improvements in the 529 industry.
27 plans earn medals from Morningstar analysts.
Bond investors might not fully understand the potential risks that they're taking with 10-year Treasuries being at record lows, says J.P. Morgan's George Gatch.
Good parents often raise good children.
Six plans move to the head of the class in 2011.
Studying 529 plans' average Morningstar Rating shows which states have done best.
Some states' 529 plans offer better tax breaks and other savings.
MSRB's proposal to collect more data is welcome but doesn't go far enough.
New Morningstar study shows Stewardship Grades predict success for fundholders.
Cash no longer king, but caution still rules.
Most plans are improving, but some still have work to do.
Proposed disclosure rules strike right tone, but don't go far enough.
529 plans are tough to analyze and too expensive.
Fund investors need more than the Supreme Court's 'status quo' decision in the Jones v. Harris fund-fee case.
Oppenheimer brings up the rear, according to new Morningstar reports.
Find out where Morningstar comes down in hundreds of new Stewardship Grades.
One holds steady, one improves, and one takes a dive.
Firms have high manager retention rates, says Morningstar study.
Less than half earn credit for fund ownership in our Stewardship Grades.
Morningstar study finds that funds with high Stewardship Grades gain assets.