Fund Spy

How the Morningstar Rating for funds, the Morningstar Analyst Rating, and the Morningstar Quantitative Rating for funds have predicted performance.

Dividend-focused large-value funds were a bright spot in a challenging 2022.

Investors can save on taxes through the tool of depreciation.

A current yield level of around 9% offers an attractive entry point from an income perspective.

These active managers have been consistently successful in the fixed-income market.

Our analysts added these promising funds to the Morningstar Prospects list.

Fidelity and Vanguard round out the top three.

We navigate the pros and cons of real estate investment options.

The Morningstar Quantitative Rating knows U.S. model portfolios all too well.

The pluses and minuses of an alternative to real estate mutual funds.

Funds suffered their first calendar year of outflows since Morningstar started tracking, a total of $370 billion.

Ed Owens, who managed Vanguard Health Care for nearly three decades, left a lasting impact.

Investors can benefit from allocating as little as 5% to REITs.

Metropolitan West Total Return Bond now earns a Morningstar Analyst Rating of Gold. Here’s why.

Look past a relatively rough 2022 for these funds.

What does the rising number of nondiversified mutual funds mean for risk?

These funds have long-term appeal.

A dive into this rating change and other December highlights.

Most fixed-income funds rallied in 2022′s final quarter but not enough to avoid a historically bad year.

Tech stocks bear much of the blame, but not all.

The respected growth manager died on Jan. 2, according to the firm.

There are likely some future winners in these out-of-favor growth and fixed-income funds.

After years of struggling, fixed-income funds focused on developing markets offer attractive yields; here’s how to take advantage.

His unexpected death casts uncertainty on many of the firm’s strategies.

Our global manager researchers share their must-reads, -watches, and -listens for 2022.

Looking ahead to market disrupters.

What we found when we looked at the damage cryptocurrencies’ catastrophic 2022 had on certain mutual funds we cover.

These funds have long-term appeal.

Low fees and superior diversification give the fund an edge.

A look at these ratings changes and other November highlights.

Despite stiff competition, target-risk strategies continue to be compelling.

Explore what makes these funds unique.

These mutual funds and ETFs have generated the most value for shareholders in dollar terms.

Sentiment improved as equity markets rallied, but outflows persisted.

Dropping proverbial nickels and dimes adds up.

Allianz Global Investors’ fraud: The crime, the punishment, and the effects have lots to teach investors.

Some Vanguard, Fidelity, T. Rowe Price, and other mutual funds estimate big distributions despite big losses.

A look into their process.

Plus, a look at a downgrade and a fund new to coverage.

This top-rated bond fund has outperformed most others during the past decade. Here’s how.

A look at how the trends over the past 12 months have affected Fidelity, Vanguard, and more.

These above-average teams make up for weakness in other areas.

Valuations of parent company ByteDance don’t match market reality.

Michigan Education Savings and Utah’s my529 remain at the top; Vanguard age-based plans get a Process downgrade.

Putting money in ETFs with staggered maturities can preserve and even grow wealth in a rising interest-rate environment.

Across 14 key markets, what makes U.S. investors different?

Investors shouldn’t take inflation lying down.

A few screens will shrink the fund world down to a manageable number.

Here are some highlights from September.

These Above Average approaches can overcome Average investment teams.