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.
Three top bond managers offer insights into the risks and opportunities in the fixed-income markets.
In part one of a Morningstar interview, Laird Landmann, Dana Emery, and Ken Leech offer their insights on what the Fed has in store.
Our Gold-rated large-blend funds range from focused to super diversified passive funds.
Conventional wisdom holds that higher rates will hurt stocks with high dividend yields, but we find the supporting evidence rather weak.
Youngish manager retirement announcements make waves.
Some alternatives, traditional equity, and fixed-income ideas from our Morningstar Prospects list.
Compelling liquid alts strategies are in short supply, but we've identified several new Morningstar Medalists in recent months.
The departure of a long-tenured manager can leave big shoes to fill.
A continued presence for passive investments, particularly in the U.S., swelled the assets of Vanguard and other index fund providers.
Shifting dynamics in short-term funding markets have put the floating back in floating rate.
Leaning against flow and performance trends can be beneficial.
Are you better off with a high-cost fund with great past returns, or a low-cost fund with poor past returns?
Check out the winners, and discover what makes them stand out.
Overall, the firm earns a Positive Parent Pillar rating, largely for its strong manager ownership, reasonable fees, and shareholder-friendly practices.
These managers came out ahead in a year of ups and downs.
In a year where credit ruled, these five managers stood out.
Three former winners vie to add to their trophy case.
Five candidates stand out from their counterparts.
Some fund ideas for long-term investors.
Over the last year, we found that bond funds were less sensitive to rates than their reported durations would suggest.
Most categories managed to climb a wall of worry as emerging markets and energy revived.
In a year of unexpected events, U.S. stocks rose again with small caps outperforming for the first time since 2013.
Some of the luster has dulled from the once-booming liquid alts category.
2016 was anything but a quiet year for bond-fund investors.
Winning funds often look more like Jay Cutler than Tom Brady.
There are no absolutes when it comes to value versus growth.
This one goes to 11.
The data don't support that severe a conclusion.
These funds offer thoughtful investments in healthcare, not tactical plays.
Looking at performance since 2000 creates a better picture of which funds have delivered for investors.
The firm must pay fines and beef up pricing and disclosure procedures.
No industry standard exists, which can lead to different valuations across fund companies.
A recent Morningstar study shows most funds tread lightly in private-firm investments.