Non-U.S. strategies lagged U.S.-focused managers again as both the dollar and trade fears increased.
Major U.S. market indexes reached all-time highs even as threats loomed.
Bronze-rated Janus Henderson Strategic Income has successfully used its flexible mandate.
We address some questions about our recent study on liquid alternatives’ performance.
The firms have similar strengths and weaknesses.
Our research finds that fees are likely to remain as reliable a guide to future performance as any.
Gold-rated American Funds Washington Mutual has built a remarkable record by buying dividend payers with good growth prospects on the cheap.
Overlooked funds from Vanguard, T. Rowe Price, and Fidelity.
The quality of BBB corporate bonds has deteriorated in some places, but a few managers have continued to add exposure.
Silver-rated Gateway has successfully employed an options strategy that has generated long-term steady performance.
The metric can provide guidance, but not certainty.
Silver-rated Vanguard Short-Term Bond Index provides low-cost exposure to short-term investment-grade government and corporate bonds.
Russel Kinnel sent the fund universe through a filter and found some intriguing options.
Some potential ways to cut risk while maintaining equity exposure.
Bronze-rated PIMCO StocksPlus Absolute Return taps into the firm's bond-investing resources and derivatives-trading capabilities in an effort to generate S&P 500-beating results.
Investors who care about how a fund will perform under pressure need to look across multiple dimensions of liquidity.
Harbor International Fund investors are getting soaked with taxable gains equivalent to around 38% of NAV.
Focused on companies healthy enough to grow their payouts, Silver-rated T. Rowe Price Dividend Growth offers superior downside protection.
These four funds have failed to keep up with dropping fees.
Four emerging-markets Morningstar Medalists have shown their upside on the downside.
Silver-rated Fidelity Select Health Care's experienced manager takes a three-pronged approach to the sector.
A framework for evaluating the diversification benefits an alternative mutual fund might confer to a traditional portfolio.
This Gold-rated large-cap fund's multimanager approach has richly rewarded investors.
Fidelity sends a jolt to the asset-management industry.
These small-cap funds have significant mid-cap exposure.
Fidelity's move has more symbolic than economic significance, signifying important shifts underway in the fund industry.
The fund net expense ratios Morningstar publishes now include costs from interest and dividend expense, but that won't affect Morningstar Analyst Ratings.
Since the 1950s, American Funds American Mutual has been buying dividend-paying industry leaders outside of the alcohol and tobacco industries.
It’s been tough sledding for core bond funds that ventured into emerging-markets debt.
New Morningstar Prospects include a cautious large-cap stock strategy, a frontier-markets portfolio, and a bank-loan fund.
DFA US Small Cap sidesteps the most expensive and least profitable small-cap stocks.
Should you stay with these funds after the manager leaves?
Investors captured a greater share of the returns of funds that succeeded in balancing risk and reward.
Gold-rated Vanguard Total International Stock Index hasn't performed like its category, thanks to its geographic composition.
It makes plenty of sense that investors would not be impressed.
Alternative funds have been liquidating much faster than other groups of funds over the past five years.
Bronze-rated AB Income scours the global fixed-income landscape for opportunities and employs leverage.
Some of our Morningstar Medalist alternative funds have struggled so far this year, but we remain confident in their long-term prospects.
Many funds post losses amid trade concerns and currency weakness.
The current lineup of subadvisors hasn’t delivered distinctive results at Neutral-rated Vanguard U.S. Growth.
It was a relatively quiet second quarter for most, with the biggest losses in emerging-markets debt.
As trade barriers go up, so do U.S. equities--for now.
Backed by a seasoned team practicing a value strategy, Bronze-rated Metropolitan West Low Duration Bond has dialed down risk.
The direction of investor flows and market returns--not behavior--appears largely to account for differences in dollar-weighted returns.
Its reign is contested, though, from without and within.
Bronze-rated Diamond Hill Corporate Credit has been far more resilient than peers during periods of market stress.
Opportunities and challenges remain for bond investors.
There are better ways to mitigate illiquidity, one of them being diversification.
New portfolio guidelines aren’t enough to qualify Negative-rated Ivy High Income for an upgrade.
We investigate why investors are making better use of their funds.