Fund Spy

Private equity managers long for target-date funds, but the asset class' high fees and operational challenges keep it in the friend zone.

We've developed a slugging percentage for U.S. equity funds.

What does the market for green muni bonds look like, and where is it going?

The markets are hot, so consider these less risky funds.

Even some professional portfolio managers admitted that it is hard not to check at times.

Strong fund managers and processes drive these additions to the Morningstar Prospects list.

A respite from rising rates.

Thriving energy stocks helped some value funds outperform.

Growth led the markets, while value and Asia took a breather.

After bitcoin’s recent slide, it may be tempting to buy the dip. Here’s what to consider when thinking about adding it to a balanced portfolio.

Cash outflows and performance adjustments have pushed these funds' expense ratios up.

Stock managers especially watch large investors, activists, and insiders.

Advice, high-conviction active, and private equity are three big initiatives.

The winners represent the best of the asset management industry.

Amid a mixed start to 2021, here are three compelling options for a stake in the sector.

Here are some under-the-radar gems.

The lowest-rated bonds appear to be trading in more dangerous territory lately.

Four portfolio managers earn accolades for industry achievements.

Three managers to keep an eye on.

These three firms have long track records of putting investors' interests first.

The departure of these individuals would be cause for concern.

These medalists show it’s possible for longer-duration strategies to beat peers when rates rise.

Silver-rated Oakmark Select is bouncing back as expected.

Going all-in on ESG investments doesn’t mean you have to pay high fees.

An upcoming organizational change isn't a concern for Silver-rated T. Rowe Price Dividend Growth.

Some states offer a tax benefit that outweighs their plan's investment fees, tempting investors to stay close to home.

How highly-rated active managers are positioning their portfolios today.

Top managers looked ahead to a post-pandemic economy.

It's a new day for these unique vehicles, which are seeing inflows.

Despite the evolution of these plans, there's still plenty of progress left to make.

These sustainable fixed-income funds have recently earned our confidence.

Rebounds can be just as fast and surprising as sell-offs.

These Morningstar Medalists will make you feel good while investing.

Persistent warnings about rising inflation have proved to be false alarms. Could this time be different?

Thanks to its low costs, Vanguard Dividend Appreciation Index now earns our top rating of Gold.

The classic balanced portfolio wasn't slowed down by the worst quarter for U.S. core bonds this century.

After several years and several restarts, BlackRock's active equity funds have shown signs of life.

New world-stock categories break out funds by style to provide better comparisons.

We've split, retired, and merged the old alternative categories into new and existing categories.

These funds hold the same stocks that the Oracle of Omaha does.

A look under the hood.

Big changes diminish the appeal of Emerald Banking and Finance.

Diversified real assets can enhance a portfolio built for the long run.

Why manager changes are different at Vanguard and T. Rowe Price.

Managers from T. Rowe Price, Wellington, American Century, and others discuss the trade-offs.

The recovery continues.

IVA had an auspicious launch, an unusual life, and a startling end.

Rising interest rates unsettle bond markets.

Value drives U.S. equity market gains in the first quarter.

Execution missteps in its Nevada 529 plan resulted in an exposure to stocks that was an eye-popping 20 percentage points more than investors expected.