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.
But another series loses its medal.
Take a fresh look at these funds.
Forget about calling the bond market bottom. These funds will let you rest easy.
Fairholme Fund hasn't lived up to expectations.
These all-weather funds can provide diversification benefits in a market downturn.
These winners think long-term.
These all-weather funds skillfully navigated the year's climbing market.
In addition to standout performance in 2017, these five candidates can be proud of their strong long-term records.
Buying what others have been selling is a winning strategy.
The three candidates have far more than their recent success going for them.
These funds are movin' on up.
For these skilled managers, a great year is only part of the story.
Despite monetary and fiscal policy adjustments, bond markets remained steady for 2017, providing a subtle encore to the prior year’s risk-on fervor.
Rising stock prices and strong currencies fuel major gains in 2017.
Tech-heavy large-growth funds fared best while small-value funds posted smaller gains.
Many long-short equity managers have stock-picking skill, but not enough to clear their high fee hurdles.
New leadership has built on PIMCO's strengths.
See what low-cost gems are in our 401(k).
Given its strength during the current bull market, tech could very well be at risk during the next correction, and these funds are taking outsized bets on the sector.
On balance, our research finds that the Analyst Rating has succeeded in predicting funds' future performance.
High-yield bonds have been on an impressive run since the financial crisis. But what are their prospects going forward?
I put a variety of fund screeners to the test.
These Morningstar Medalists have served risk-averse investors well.
The shift to index investing hasn't led to an abdication of stewardship responsibilities.
Passive core bond funds have some advantages, but don’t expect protection when interest rates rise.
The firm has made significant progress in its succession planning but has more work to do.
These funds prove their worth when markets turn rocky.
Bucking the trend observed in other asset classes.
Thirteen rules to live by.
It’s been a tough month for these bonds, but it’s a small allocation for most emerging-markets bond funds.
Even in a lofty market, these funds' price multiples stand out.
The firm retains its Positive Parent Pillar rating.
Do alternative funds have a second act?
Not many funds or firms could get away with hiking fees as assets explode.
A wide-ranging menu of strategies.
Investors swapping from one to the other should know that they bear different risk profiles.
Four leading funds in a lagging category.