A newly created entity will bring opportunities and trade-offs.
The deal combines two companies with Average Parent ratings.
A small portion of the fund's March dividend payments will be classified as return of capital rather than regular income.
Past bear markets have shown that there likely will be more reopening announcements on the way.
Our analysts examine the recent performance of funds from Oakmark, Dodge & Cox, and T. Rowe Price, among others.
The coronavirus and the steep drop in oil prices were an unexpected double whammy for this Gold-rated fund.
There are plenty of reasons to stay the course with this struggling fund.
Don't touch your face or your portfolio.
The acquisition will create a $1.5 trillion asset manager.
CIO of asset allocation and real return Mihir Worah will retire in 2020.
Capital Group retains its Positive Parent rating, and investors in American Funds should rest assured that their assets are still in good hands.
Mark Denning's departure is a loss, and we're putting American Funds New Economy under review.
Investors can now buy into one of the large-cap blend category's most reliable--and exceptional--funds.
T. Rowe Price's David Giroux and Wellington Management's Jean Hynes talk value investing, innovation in healthcare, and where they're finding opportunity.
Morningstar experts discuss patient benefits, costs, and planning for healthcare amid accelerating technology.
AQR's Cliff Asness digs into why some multifactor quantitative strategies have been struggling.
Emmanuel Roman asserts his firm's fixed-income edge at the Morningstar Investment Conference.
Sonal Desai, chief investment officer of the Franklin Templeton fixed-income group, says fundamentals in global bond markets are strong.
Primecap’s managers have been here before and have proven adept at taking advantage of such opportunities.
We see the cuts as a directional improvement for investors, but they do not impact our Morningstar Analyst Ratings.
Gold-rated T. Rowe Price New Horizons is Under Review as Henry Ellenbogen is set to depart.
Outflows accelerate in 2018 amid poor performance for this Gold-rated fund.
We see both firms as having similar strengths but no decisions have been made about integrating the families' fund lineups.
We're maintaining our Gold ratings for Artisan International Value and Artisan Global Value as the funds move to having distinct management teams.
The replacement of longtime subadvisor Northern Cross with Marathon Asset Management will result in a capital gains distribution estimated to be more than a third of net asset value.
Is it time to reconsider active U.S. large-cap growth strategies?
Experts say traditional portfolio diversification continues to be relevant in today's markets.
Experts discuss how to help clients establish portfolios that align with their intentions and values.
Puerto Rico, Illinois, and tobacco continue to polarize, but opportunity remains in the muni market.
Two top stock-pickers shared their strategies for success.
Funds that try to protect on the downside have been popular. Should they be?
Jeremy Grantham says divesting of oil and chemical companies may well help investors' portfolios.
Investors should do their homework to fully understand mixed and integrated multifactor ETFs.
Experts discuss the pros and cons of various income-oriented strategies.
Experts examine how asset managers are leveraging artificial intelligence and other smart tools.
Practitioners discuss what they look for and how to know when it's time to sell.
Up-and-coming markets are coming into their own.
Morningstar's retirement experts discuss the challenges facing retirement funding today.
Experts at the Morningstar Investment Conference discuss the state of the corporate bond market, how firms position their funds, and the potential impact of the growth of the BBB and bank loan markets.
Daniel Kahneman discusses how knowing the principles of behavioral psychology can help advisors help their clients.
We’ve downgraded Vanguard Short-Term Investment-Grade to Bronze from Silver due to lead manager Greg Nassour's unexpected departure.
Given the stability and strength of its management and process, we are raising the fund’s Morningstar Analyst Rating to Gold.
Ariel Fund’s managers focus on companies with strong franchises and competitive moats--but high volatility limits its Morningstar Analyst Rating to Bronze.
We've boosted the fund's rating to Bronze, as new manager Ramona Persaud brings deep income-oriented experience to the fund.
A Fidelity veteran is paired with an outsider from the firm's institutional business.
Personnel turnover and increasingly acute liquidity concerns lead to a Negative rating for this always bold, once-stellar performer.
Silver-rated Loomis Sayles Growth's patient approach to growth investing and reasonable fees have generated fine risk-adjusted results.
Silver-rated Fidelity High Income's long-tenured manager takes a more moderate approach than some of his peers.
American Funds Smallcap World may be big, but its deep management team, low fees, and respectable long-term results earn it a Bronze rating.
Increased conviction in the team and approach has led to an Fund Analyst Rating upgrade to Silver for Vanguard Strategic Equity.