Equities dominate, value rebounds, and a behemoth gets big inflows.
Fidelity and American Funds dominate, while Vanguard sees a seismic shift to its CITs.
Here are some great funds for the long haul.
Credit risk prevails in a rocky year for bond markets.
Value is back.
Elation over economic recovery balanced unease about the future.
These funds provide exposure to many timely investment themes, including sustainability, the U.S. infrastructure spending bill, and inflation protection.
Take a peek at our bookshelves.
Nobody knows how long inflation will stick around.
These active managers have been consistently successful in the fixed-income market.
These funds have room to grow.
Recent performance doesn't tell the whole story for these funds.
A rough Thanksgiving weekend shows these investment strategies don’t always zig when the market zags, as many expect.
A peek under the hood at several funds with elevated stakes in below-investment-grade debt.
These diversified funds have gone all-in on energy stocks, and that has (mostly) given them a boost in 2021.
After stunning growth and a successful IPO, what’s next for Rajiv Jain’s GQG Partners?
Benchmark rebuild in June put pressure on some small-cap managers.
Grayscale Bitcoin Trust opened the floodgates but is structurally inadequate.
Our favorites from Fidelity’s lengthy menu of large-growth funds.
Morningstar Medalist funds largely sold regulation-impacted businesses.
Investors in highly differentiated funds have mostly endured higher risk while paying higher fees for mostly mediocre relative returns.
No one likes a bloated fund.
Learning from past misfortunes can help investors avoid future tax woes.
Home bias is a global phenomenon that reduces diversification.
Virginia’s CollegeAmerica earns praise for its investment team and underlying processes, so why does it net a just Bronze rating?
The trend to passive funds may be reversing here.
Strong performance and outflows generate some big taxable distributions.
Not all funds in the ultrashort bond Morningstar Category are created equal.
Investors should be cautious when expanding their search for income.
Morningstar identifies 32 best-in-class 529 plans.
Behind the accelerating shift from mutual funds to CITs on 401(k) plans.
Climate change has underscored the need for clean drinking water. Does that make investing in water funds a compelling option?
They are attractive, but investors should pay heed to more than yield.
Fund managers see the stresses on China’s property market as temporary and are on the hunt for bargains.
They have varying levels of effectiveness, but here are some ways to hedge inflation risk.
They have varied in their response to COVID-19.
These are the funds that passed our rigorous screens.
Fidelity stands above the rest during our annual HSA checkup.
Events in the Chinese market took center stage.
Bonds experienced mixed performance over the quarter.
Investors win again as two target-date behemoths continue to go toe-to-toe over which one is cheaper.
Tech led the way, and value underperformed.
Analyst staffs are important, but don’t stress about their numbers or traits.
While the markets flash red, emerging-markets bond fund managers take a long-term view.
We examine target-date providers' menus of available underlying offerings.
Short-duration high-yield funds are a less risky way to boost income and get protection from rising rates than most in the broader category.
We lowered our ratings on some funds from the biggest shops, including Vanguard, T. Rowe Price, Fidelity, and American Funds.
They have taken notice of recent investor behavior but aren't altering their processes.
A closer look at the traits associated with funds that have shut down in recent years.
These strategies’ potential shouldn’t cloud their risks or lessons from Vanguard’s own history.