These medalist funds aren't afraid to hold cash if they can't find stock market values.
Goldilocks knows there are problems with being too hot or too cold.
The star rating tells you where the fund has been; the Analyst Rating tells you where we think it's headed, says Morningstar's Russ Kinnel.
Problems in the fundamental building blocks of these funds mean we expect them to underperform over time.
These mutual funds lost the least in the bear market.
Risk, schmisk: These mild-mannered funds have exhibited minuscule drawdowns over the past 10 years.
Morningstar's Russ Kinnel says now may be a good time to consider some highly rated actively managed funds that are again available to new investors.
Our Gold-rated large-blend funds range from focused to super diversified passive funds.
Youngish manager retirement announcements make waves.
Morningstar's Russ Kinnel looks back at the performance of some of our favorite large-cap blend funds.
With 'clean shares,' mutual funds are removing some distribution fees. But is it too little, too late?
Are you better off with a high-cost fund with great past returns, or a low-cost fund with poor past returns?
With U.S. markets hitting new highs, Morningstar's Russ Kinnel thinks investors would be well-served to look at these diversifying investments.
Some fund ideas for long-term investors.
Volatile performance among equity and bond funds, continued interest in passive investing, and personnel changes at T. Rowe Price headlined a busy year.
This one goes to 11.
Looking at performance since 2000 creates a better picture of which funds have delivered for investors.
We examine how our forward-looking Medalist ratings have performed since we began issuing them in 2011.
Morningstar's Russ Kinnel explores which funds rose and which fell after the market's first take on the impact of the Trump administration.
Some active and passive fees are out of step with the times.
Morningstar's Russ Kinnel looks at which funds have thrived and which have struggled through two market cycles, and what lessons investors can glean.
Some managers have boosted their investment in their funds. I name names.
Morningstar's Russ Kinnel discusses the risk/reward tradeoffs of some newer funds under coverage, with ratings spanning from Silver to Negative.
Just about every load fund company is now available in No Transaction Fee supermarkets.
Fidelity Extended Market Index received an upgrade, while Touchstone Sands Capital Institutional Growth and Fairholme Fund were downgraded.
Checking in on our favorite small-growth funds, three of which are closed.
Redemptions among active equity funds coupled with a multiyear stock market rally could lead to sizable distributions this year, says Morningstar's Russ Kinnel.
It's just like "The Firm," only without the evil or Tom Cruise.
Russ Kinnel highlights the importance of manager ownership and features three funds where the skippers are eating their own cooking.
Out of a universe of nearly 8,000 mutual funds, only these 45 passed Russ Kinnel's strict screen for fantastic funds.
Rayliant CIO Jason Hsu says investors should tune out the noise of short-term performance and focus on being more contrarian.
As more load shops join no-transaction fee platforms, Russ Kinnel thinks investors should take a look at some attractive funds that are now available without their usual sales charges.
High equity prices mean you might want to get conservative.
Even after the recent runup, long-term investors may still want to consider a small-value fund, says Russ Kinnel.
There are plenty of funds to like in our new allocation 50% to 70% equity Morningstar Category.
We see the partial closing of the $30 billion fund as welcome news.
Amid turmoil around the world, this may be a good time to consider defensive funds to stay invested and dial down the risk, says Morningstar's Russ Kinnel.
Four very different approaches to equity-heavy allocation are on display.
It's a descriptor, not a predictor.
With a meaningful link between investor returns and stewardship, Morningstar's Russ Kinnel looks at four funds with long-term thinking, experienced leadership, and low costs.
The search for safe assets after the U.K. vote is an extension of a theme seen throughout 2016, says Morningstar’s Russ Kinnel.
These are the big, fundamental areas that have proved vital to a fund’s long-term success.
FundInvestor editor Russ Kinnel looks at winners and losers amid Friday's Brexit turmoil.
These funds might have been below your radar, but they didn't escape ours.
Russ Kinnel shares his Morningstar Investment Conference take-aways including not losing sight of quality when bargain-hunting, being skeptical of hot stocks, and finding value in TIPS.
What factors lead to better investment timing?
Hasenstab keynote takeaway: The most beaten-up asset classes are often where the best opportunities are.
Be sure you set a plan and don't let emotions steer you off course, says Morningstar's Russ Kinnel.
Getting ready for the big show.
Whether active and passive, a category’s cheapest funds have dramatically better odds of surviving and outperforming, says Morningstar’s Russ Kinnel.