We investigate why investors are making better use of their funds.
Gold-rated DFA U.S. Micro Cap removes the most-expensive and least-profitable micro-cap firms from its portfolio yet remains well diversified.
From domicile to revenue.
Most funds have limited exposure to private companies, but some outliers highlight the challenge of such investments in an open-end format.
This Silver-rated multisector bond fund has grown at a remarkable rate, yet there's plenty to suggest that it will remain among the elite.
These funds make up the core of my portfolio.
These funds remain excellent choices despite being out of favor recently.
We've lifted Hartford Equity Income's Morningstar Analyst Rating to Silver thanks to skipper Michael Reckmeyer's adept leadership.
Navigating the bank-loan fund landscape.
Is low-cost really the "new past performance"?
Manager John Linehan's performance has been strong since taking the reins from Brian Rogers at the now Silver-rated T. Rowe Price Equity Income.
Nice returns aren't enough to win us over.
Bronze-rated Fidelity Select Energy's manager is a career energy investor who applies a consistent process.
A new Morningstar study examines active managers' odds of outperformance across fixed-income categories.
Sizing up the increasingly passive giant in 5 charts.
These funds hold some of the same stocks as the Oracle of Omaha and tend to have similar investment philosophies.
TIPS and bank loans respond differently when the Fed acts.
Here are three out-of-favor funds in which manager investment has increased in recent years.
We give an in-depth look at our annual fund fee study.
Here's a look at how several funds recently earned the top Morningstar Analyst Rating.
Silver-rated American Funds American Balanced is a giant among allocation funds—and recent improvements on the fixed-income front further boost our confidence.
Silver-rated FMI International is concentrated, capacity-conscious, and currency-hedged.
It measures differences, but differences aren’t the same as skill.
Six funds that got singed in 2018.
Performance of international-stock funds in the quarter varied widely.
Bronze-rated Franklin Mutual Quest's portfolio comprises cheap stocks, merger-arbitrage plays, and distressed debt from around the globe.
Bond markets turned volatile against a backdrop of rising rates, a weakening dollar, and end-of-credit-cycle anxiety.
Growth stocks held on to small gains as Amazon continued to rise.
Oppenheimer Senior Floating Rate has strengths, but the fund’s meaningful risks temper our enthusiasm.
These funds provide consistent, cheap exposure to the U.S. real estate market.
Tracking error helps you set expectations.
Unlike others in its category, Silver-rated T. Rowe Price Global Technology indulges more frequently in foreign stocks.
Long-term outperformance is a rocky road requiring patience and resolve.
This longtime manager of massive funds needs to clarify its own capacity constraints.
Gold-rated Vanguard S&P 500 hasn’t distributed a capital gain since inception, has used securities lending to generate additional income, and uses derivatives to keep pace with the benchmark.
The active manager's investment results, fixed-income improvements, and industry leadership stand out.
Some funds with big yields have huge risks, but others take risks wisely.
This firm's ESG offerings are worth a look.
These funds are in position for a credit sell-off.
Tracking Morningstar Analyst Ratings.
The evidence suggests actively managed U.S. stock funds fare better in down markets than up, but that doesn't make the case for them.
The debate over tax changes sparked a record amount of muni market activity at the end of 2017 and the impact of the final bill will be felt for months ahead.
This fund has appeal even if some trailing-return periods are underwhelming.
More actively managed U.S. equity funds cut their fees in 2017 than in 2016.
A list of up-and-comers and a performance check.
Our research finds that investors have generally succeeded in using target-date funds
How our alternative Morningstar Medalists fared in the correction.
Long-term picks for today's market.
Funds newly rated at Negative should be avoided.
A familiar problem has many managers taking risk off the table.