High potential capital gains exposure, high turnover, and investor redemptions can mean higher tax bills for fundholders.
Higher levels of manager investment are a good sign.
Ariel's Rupal Bhansali highlights picks, including Nokia, chipmaker Dialog Semiconductor, and energy services firms Schlumberger and Core Laboratories.
Ariel's Rupal Bhansali describes her funds' approach to managing downside protection as well as upside capture.
Looking back at a difficult 12 months for some of our favorite emerging-markets funds.
For a change, we have more upgrades than downgrades.
Cash is not trash.
Funds for the cautious investor.
Morningstar's Russ Kinnel shares his favorite funds for dividend growth and dividend yield.
Manager transitions and deteriorating performances are behind these lower Analyst Ratings.
A recent Morningstar study showed that funds in which managers had invested over $1 million had higher success rates than funds in which managers had invested less, says Morningstar's Russ Kinnel.
Going against the grain of flows can be a profitable strategy.
Although some prominent foreign-stock funds have closed, solid choices remain available for investors looking to globalize their portfolios, says Morningstar's Russ Kinnel.
Health-care and dollar hedges helped funds to standout returns in 2014.
Morningstar's Russ Kinnel shares three ideas for playing macroeconomic trends, one fund with an interesting fundamental story, and an all-season choice.
Beyond just last year's numbers, we look for long-term stewardship and solid risk-adjusted returns.
Dodge & Cox International and a handful of Primecap-managed funds offer low costs, stable management, as well as a clear and consistent strategy, says Morningstar's director of fund research.
It was a great year for Primecap and a bad one for Fairholme.
These Morningstar Medalists are easy to read.
Look for good fundamentals, not hot streaks.
These low-cost Medalists are just what the doctor ordered.
The leaves aren't the only things falling this month.
We assess the impact of Bill Gross' departure on a wide range of teams and strategies at PIMCO.
Putting new funds to the test.
The Oakmark manager on what attracted him to financials, plus the benefits of bringing a private-equity perspective to public-equity investing.
For contrarians only.
PIMCO to name replacement by end of day.
Excellent global funds work well in retirement and taxable accounts.
Ivy High Income's recent manager turnover and Templeton Developing Markets' long-deteriorating performance have led to downgrades, says Morningstar's Russ Kinnel.
The low-cost Vanguard Large Cap Value Index makes Gold, and TIAA-CREF Large-Cap Value earns a Bronze for outperformance. Meanwhile, a manager change knocks Calamos Market Neutral Income down a notch.
Morningstar's Russ Kinnel sheds light on the key differences between our two fund rating systems: the Fund Analyst Rating and the star rating.
Six funds we've known about for a while but that investors have missed.
I bought shares of a Silver-rated fund and a Gold-rated fund.
Though he's lightened his equity stake, stocks are still an overweight for Ramin Arani, manager of Bronze-rated moderate-allocation Fidelity Puritan Fund.
Manager changes spur more downgrades.
Index funds aren't the only vehicles suitable for taxable accounts, and Morningstar's Russ Kinnel offers three names that can help minimize the tax hit.
Investors concerned about putting money to work in a fully valued equity market might find comfort in these conservatively managed portfolios, says Morningstar's Russ Kinnel.
Keep an eye on these Medalist funds that have hefty weightings in energy and materials.
In all, we changed Morningstar Analyst Ratings on 15 funds in June.
These top mutual funds passed eight tough performance, fee, rating, and stewardship tests.
Fixed-income investors should consider playing defense because of potential credit problems or a spike in rates, but there's a risk of being too conservative, as well, says Morningstar's Russ Kinnel.
Search out funds with greater flexibility by looking for smaller Medalists.
This Gold-rated Fidelity fund is a little more aggressive than the typical core bond fund, but not as bold as PIMCO Total Return.
These portfolios have the ingredients to stand alongside the fund shop's most popular names.
Don't let your portfolio get barbecued by high fees!
I increased my returns with this one weird trick.
In Part One of a three-part series, Morningstar's Russ Kinnel details how last year's market rally led to a decline in expense ratios, allowing for cheaper funds.
Cram your tax-sheltered accounts full of Morningstar Medalists.
Sign of the times: Funds are struggling with huge asset bases.
This actively managed portfolio has a very low expense ratio, a well-rounded asset mix, and outstanding long-term performance.