Using the new Morningstar Style Box for alternative funds, we look at funds that have moved the opposite way from global equities over the last three years.
A look at where liquid alternative funds fall in the alternatives style box and what it means for investors.
With broad improvements across the 529 industry, plans that stand still fall behind.
We find the star rating has been a useful starting point, and the Analyst Rating, while newer, has also exhibited predictive power.
Thirty-four plans are Morningstar Medalists, and two receive Negative ratings.
A few nuggets to consider if you’re relatively new to bond funds.
Solid succession planning and a strong analyst bench work in its favor.
Stadion Funds has collected almost as much in fees as it has delivered in gains and income for more than a decade.
Passive investing in the municipal market is gaining steam.
I sought out funds that are below the median point at which small-cap funds close.
These funds may offer some downside protection at a time when stock and bond yields are low and valuations full.
Analysts updated several funds that you may already know and brought some new names into the mix.
Modest gains for most investors, but the riskiest funds continued to flourish in the third quarter.
Prevailing trends continued across the board in the third quarter.
It was a relatively calm quarter for domestic-stock funds.
Poor timing has investor returns lagging in liquid alternatives.
As default looms, some emerging-markets bond managers are cautiously hanging on.
What fund managers signal about capacity for a strategy.
It's a good time to take stock of the credit risk in your portfolio.
After a couple of rough years, 2017 is looking a little better for liquid alternatives.
A few good screens can whittle the whole fund universe to fewer than 50 funds.
Data point to increasing diffusion of assets across active U.S. stock funds, which could theoretically make the market more efficient.
In a comment letter to the SEC, Morningstar’s Aron Szapiro explores what changes the fiduciary rule has had on the asset management industry and what the SEC can do to help investors.
These new securities have been strong performers, but also introduce new sources of risk into bond funds.
Though it has limitations, the star rating has, on balance, pointed investors toward funds they can succeed with.
These funds remain poised for success.
There is no such thing as a free lunch when it comes to government bond funds that consistently out-yield their peers.
Two passive options, an alternatives fund, and a new offering from a proven team are among the highlights.
Look out for three common HSA expenses: underlying fund fees, maintenance fees, and investment fees.
The odds may be better for small-cap managers, but they're still long.
Six good funds are hit with outflows, but three small good funds are seeing inflows.
The current approach to levying fees is outmoded and in need of change.
To understand a bond portfolio's risks, look beyond volatility-based metrics.
Some members of the Morningstar 500 carry concentrated positions.
How to make sense of short-term performance when you are a long-term investor.
With average fees falling, more funds should cut theirs, but too often they aren't.
Where Morningstar Medalists are finding value.
Managers who stockpile cash often take risks in other areas.
In the current benign volatility environment, it is useful to look at sector concentration.
Amazon’s impact has material consequences that reach beyond the large growth Morningstar Category.
These under-the-radar funds all have less than $200 million in assets.
Price discipline can offset some of the risks of investing in no-moat firms.
Investors looking to gauge a fund's interest-rate sensitivity need to look past duration.
The tech rally and value slump have been headwinds for these Morningstar Medalists, but don't count them out.
Diversification with minimal overlap is the best recipe for HSA investment menus.
In the future, the active-fund industry must shrink, cut prices, better-align with investors, and differentiate.
Check out our new coverage of funds from Invesco, Vanguard, and Prudential.
Despite a Fed rate hike, most Morningstar bond categories showed gains.
Growth beats value overseas as it has in the United States.
Growth funds and technology dominated, while value and energy struggled.