Fund Spy

Changes to the allocation categories mean new names are in order.

How have our picks performed, and did the ratings matter?

This exchange-traded fund favors high-quality and financially sound dividend-growth stocks that can weather economic uncertainty.

Before allocating, investors must be clear about what they're buying.

A big win for commodities funds. Crypto, not so much.

The fund is outperforming its peer group this year. But that's not why Morningstar likes it.

Time for me to add a little T. Rowe Price?

Outstanding diversification + rock-bottom fees = a core international stock ETF that works for most investors.

This low-cost portfolio of large company stocks makes an excellent core holding.

A deep dive into this group.

The constitution of the index that QQQ tracks lacks a sensible investment rationale, says Morningstar's analyst.

We're incorporating the Morningstar Portfolio Risk Score to categorize funds better.

Breaking down the X's and O's of these increasing popular investment vehicles.

A deeper look at how 529s have evolved.

This index fund is a cheap way to get exposure to large-cap value stocks, which are outperforming this year.

It may still be a little early to start arguing that bond yields have stabilized.

Capital Group and Fidelity round out the top three.

Several of the fund's experienced managers have retired. Here's what that means for fundholders.

See what sets these fund managers apart.

The lead equity manager is retiring. Here's what we expect from his replacement.

We answer your questions about 529 college savings plan investment choices, fees, impact on aid, and withdrawals.

The appeal of investing in carbon markets has to be weighed against their risks.

Rising rates have sparked renewed investor interest.

AGG is one of the best bond funds around, says Morningstar's analyst. Here's why.

Hidden costs, cross-selling, and misleading marketing can be a problem.

Our annual review of funds that own the same stocks as the Oracle of Omaha.

This fund maintains a low-cost portfolio of durable dividend stocks, says Morningstar's analyst.

The tax benefits of 529 education savings plans, though complicated, are worth knowing.

Responding to growth in new products, Morningstar will launch a Digital Assets Morningstar Category in April 2022.

These six providers receive Low or Below Average scores from Morningstar.

Baird's Mary Ellen Stanek and Primecap take home the honors.

The small- and mid-cap growth fund should continue to generate great results, says Morningstar's analyst.

Looking for a way to tax-consciously invest for future educational expenses? A top-rated 529 plan could be an answer.

These funds tend to hold up better than the market in a recession.

These six providers receive high or above average scores from Morningstar.

The fund recently underwent a change in leadership. Here's what we think of the changes so far.

Currency risk can make your international bonds go wild.

We recognize three asset managers for nurturing cultures that put investors first.

Three portfolio managers earn accolades for industry achievements.

How Morningstar assessed and compared 16 leading digital advice providers.

Fixed-income and munis take the hit.

Russia’s invasion of Ukraine and inflation fears spark growth selloff and commodity rally.

Despite being the oldest ETF, SPY isn't the best choice for large-cap exposure, says Morningstar's analyst.

The difference between growth and value funds was stark.

Invest at your own risk.

The historic fund company tries to keep up with the times--on its own terms.

Why the U.S. is one of only three markets to earn a Top grade for practices related to fees and expenses.

Emerging-markets funds must deal with a limited universe--but you don't.

Broad market exposure and low costs. What's not to like?

Only one series earned an upgrade to the coveted Gold-medalist ranking this year.