Fund Spy

Whether you're spending or investing your HSA, Fidelity rises to the top.

A look at where Parnassus Investments has focused its recent efforts.

The long bull market has made you wealthy, but it may have distorted your global stock allocation and increased your price risk.

Loomis Sayles Core Plus Bond is an excellent choice for fixed-income investors who can handle some volatility.

Get caught up on that fund you hated.

We examine the incentives that college savers have to stay in-state.

We share the changes and provide a helpful example.

Warning: These funds are currently closed to new investors.

Succession questions have led us to downgrade LKCM Equity's rating to Neutral.

This strategy’s freewheeling style makes it a better fit in the nontraditional bond Morningstar Category.

Some managers go toe-to-toe with former colleagues.

We look at recent research and results before fees.

What do college savers miss when they put off investing in a 529 plan?

We upgrade nine plans and downgrade eight, shaking up our Gold and Silver ratings.

A closer look at some tech-heavy U.S. equity funds.

Bronze-rated Artisan Value practices a valuation-sensitive, consistent approach that stands out from the pack.

Kicking funds when they are down.

Diamond Hill Mid Cap shares approximately 70% overlap with its stellar but closed sibling Diamond Hill Small-Mid Cap.

The departure of a star manager leaves a tough act to follow.

Economic and political uncertainty headlined the fixed-income markets.

Silver-rated Vanguard High Dividend Yield delivers an attractive yield while keeping risk in check.

Non-U.S. stocks lagged U.S. equities again.

Fidelity emerges as a clear winner in our checkup on health savings accounts.

Investors remained cautiously optimistic despite looming threats and rocky markets.

Gold-rated American Funds International Growth and Income's dividend focus has blunted volatility over time.

Cracks in the underlying bank-loan market are spawning worry over this market.

With big data comes big questions.

Value-conscious AMG Yacktman has a lot of dry powder. Here's why.

Tread carefully at year-end when investing for a taxable account.

Picking your spots and focusing on costs can improve your odds of partnering with winning managers.

Downgrades would outnumber upgrades with costlier share classes likelier to take a hit.

Long duration is the "Sharpe" choice for aggressively positioned portfolios.

It's difficult to avoid index overlap entirely.

Succession risk and high fees limit Baron Growth's Morningstar Analyst Rating to Bronze.

Low-volatility funds are easy to use well.

Four great funds for small-cap exposure.

Longtime management, deep resources, and a slim fee characterize Silver-rated Fidelity Investment Grade Bond.

These three funds are being bold with their securitized exposure.

Think in terms of continuity rather than conflict.

Recent blunders have eroded American Century Value's previously strong long-term record and altered its risk profile.

Don't settle for reassurances. Ask active fund managers to explain how they'll deliver the value they purport to add after fees.

Funds from Fidelity and Dodge & Cox are on the rise.

Measuring the costs of bad timing.

A few fixed-income strategies of interest from the June 2019 Morningstar Prospects report.

Adept management and low costs have made this Gold-rated fund a standout.

Evaluating the prospects of Vanguard Dividend Growth and three other recently reopened funds.

Tax law changes could create new opportunities for muni investors.

Gold-rated Primecap Odyssey Stock is a compelling actively managed choice in the large-cap space.

One challenge largely met, the other not so much.

Here are some quality funds for income-seeking investors.