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.
Last month was a standout for the category, but their current general positioning means they could be hit hard by a market correction.
The fund is closing to most new third-party investors after taking in a net $9.7 billion in 2017.
Managed by Morningstar's 2017 Domestic-Stock Fund Manager of the Year, Silver-rated Fidelity Growth Company has crushed its actively-managed competitors.
Morningstar's 2017 Allocation Fund Manager of the Year David Giroux has amassed a tremendous record at the closed, Gold-rated T. Rowe Price Capital Appreciation.
Gold-rated Causeway International Value's talented, long-tenured team is Morningstar's 2017 International-Stock Fund Manager of the Year.
Silver-rated Prudential Total Return Bond's stellar 2017 and impressive risk-adjusted results earned its management team Morningstar's Fixed-Income Fund Manager of the Year honors.
Valuation plays a key role in selecting stocks to buy and short at this Silver-rated fund, which hurt relative performance last year.
Bronze-rated AMG River Road Dividend All Cap is a worthy option for conservative investors.
A manager loss, analyst turnover, and lingering parent concerns knock Third Avenue Real Estate Value's rating down to Neutral from Silver.
We’ve upgraded Western Asset Core Bond's Analyst Rating to Gold, thanks to its improved Parent rating, outstanding fixed-income staff and resources, and fine long-term performance.
Silver-rated Akre Focus is a decisive and differentiated choice in a crowded category.
The managers at Bronze-rated Neuberger Berman Genesis aren’t interested in the flashiest growers; instead, they want strong companies with low debt and high returns on assets.
Gold-rated Dodge & Cox Income is simply one of the best bond funds around.
Bronze-rated Oakmark International Small Cap's results may be streaky, but its merits are significant for long-term investors.
A disciplined, intrinsic-value-focused process and experienced team have led to an impressive track record at Gold-rated Diamond Hill Large Cap.
Will Taraporevala pick up where O’Hanley left off?
Opportunistic misfires, middling results, and rising expenses have led us to cut Harbor International's Analyst Rating to Silver.
Small-cap Medalist fund managers discuss the rise of strategic beta, the move to passive, small-cap moats, and opportunities today.
There's no maverick manager making heroic bets against a benchmark at Tributary Small Company Fund--just careful work from an experienced team in Omaha.
Courting ample currency and credit risk, Silver-rated Templeton Global Total Return shuns interest-rate risk, given skipper Michael Hasenstab's concerns about global inflation.
The firm's Positive Parent rating remains intact.
Bronze-rated Fidelity Emerging Markets manager Sammy Simnegar is simultaneously index-aware and index-defiant.
Silver-rated PIMCO Investment Grade Corporate Bond blends thoughtful economic analysis, solid bottom-up research, and price consciousness.
Gold-rated Harbor Capital Appreciation's veteran managers seek firms with strong management, sustainable competitive advantages, and significant runways for growth.
Silver-rated Fidelity Capital & Income is bold, holding lower-rated bonds and loans and shifting assets to equities.
Silver-rated Columbia Dividend Income favors companies generating steady, positive free cash flow.
Silver-rated Fidelity Investment Grade Bond’s long-tenured manager provides value through sector rotation and security selection.
Investors often 'misbehave' despite the theory of 'rational actors.'
Managing emotions during decision-making is important, as risk aversion can cost investors.
Noneconomic market participants, constantly changing index, and more have helped active fixed-income managers beat their passive peers, says PIMCO's Jamil Baz.
Index managers are increasingly engaging with corporations on environmental-, social-, and governance-related issues.
Specialists discuss what low-volatility strategies can and can't contribute to a portfolio.
Experts discuss optimal foreign-stock allocations, hedging currency exposure, and whether foreign stocks are cheaper than U.S. today.
A trio of investors at the Morningstar ETF Conference debate the future of value investing, the most effective metrics to use, and where a value approach works best.
When it comes to factor- or style-based investing, valuations matter.