We evaluated 10 plans, and only one looks attractive for use as both a spending and investing vehicle.
Heavy credit or currency risk can make for more equitylike returns.
Recent trends show that passive sustainable funds are growing significantly faster than active ones.
To hedge or not to hedge?
And a short primer on the strategy.
When good funds' costs drop, you should pay attention.
Take backward-looking risk measures with a grain of salt.
The early returns are meager.
We’re changing how we present the performance of hedge funds that convert into mutual funds.
A star manager now on his own, a multifaceted alts fund, and a bold global growth vehicle are among the highlights.
Don't count on reversion to the mean, especially in the short run.
Around the world with investor-timing errors.
These are inhospitable markets for systematic trend-followers.
During 2016, fees hit record lows, assets reached a new all-time high, and asset-allocation techniques improved.
Investors have been voting with their feet for low-cost funds, bringing down average fees again in 2016.
Stepping back to see the forest for the trees.
We maintain a Parent rating of Neutral.
We're upgrading BlackRock’s Parent Pillar rating to Positive from Neutral.
Their benchmarks lack honor.
Not everyone thinks cash is trash.
Investors should quit assuming choosing an active fund is easy (or just quit), writes Morningstar’s Jeff Ptak.
These funds follow the Oracle of Omaha in buying and holding quality businesses.
Both Manny Roman and Allianz know a good thing when they see it.
These managers still put a lot of emphasis on traditional techniques to beat the broad market.
Fund providers with strong prospects are differentiated and offer low-cost, repeatable investment strategies.
Things that make you say 'meh.'
With high stakes in the sector, headwinds could be on the horizon for these funds.
As assets in target-date mutual funds approach $1 trillion, we tackle common investor questions in our annual landscape report.
Here are four Morningstar Medalists to consider for a supporting role in your portfolio.
Outflows lead to shrinking investment teams among many active managers.
The firm fortifies its investment team and risk management culture but sticks to its core knitting, warranting a Parent rating upgrade.
TIPS have performed well as insurance against inflation, but they haven’t proven themselves as an investment vehicle.
Despite a Fed rate hike, most fixed-income funds have posted gains so far this year.
Many fourth-quarter trends did not extend into the new year.
After a tough 2016, growth made a comeback in 2017's first quarter.
Despite leaning more on quants in its latest restructuring, BlackRock hasn't abandoned hope for fundamental stock-picking.
Franklin's Parent rating drops to Neutral.
Investors pulled nearly $100 billion from index-beaters recently.
Goldilocks knows there are problems with being too hot or too cold.
Their recent woes don’t raise concerns.
The latest update to the Morningstar active/passive barometer reveals that actively managed bond funds are much more likely to beat their benchmarks than equity funds.
Close cousins of CEFs, interval funds offer a unique set of pros and cons.
Socially responsible investing doesn't have to cost more.
We've raised Legg's Parent rating to Positive from Neutral following improvements to its affiliate portfolio, but challenges do remain.
Most investment shops reward managers for short-term results, and few consider risk-adjusted returns.
These mutual funds lost the least in the bear market.
The index is still a strong brand in an increasingly commoditized industry.
The cost is often higher volatility.
Return expectations have drifted lower, but prices haven't kept pace.
Risk, schmisk: These mild-mannered funds have exhibited minuscule drawdowns over the past 10 years.