A closer look at one of the fastest-growing ETF providers.
Global study finds women have better odds of winning management roles in growing parts of the industry.
New Morningstar study finds U.S. rate of women fund managers trails global standard and hasn't improved since 2008.
We found the star rating was moderately predictive of future returns.
Some active and passive fees are out of step with the times.
Active U.S. equity funds seldom beat a comparable index fund after taxes.
Some alternative and traditional equity ideas.
Three ways investors can use the alternatives style box as part of their regular due diligence.
Balanced funds come in all shapes and sizes.
Some managers have boosted their investment in their funds. I name names.
Duration can provide guidance, but not certainty.
By incorporating ETFs into our Analyst Rating framework, we are leveling the field to help investors pick the best funds from an ever-expanding list of choices.
The bond market doesn't respond the same way to every Federal Reserve decision to raise interest rates.
2 former Gold-rated plans slip, the list of Negative-rated plans grows.
Thirty-three plans are Morningstar Medalists, and three receive Negative ratings.
The dust is settling after a year of change.
Introducing the Morningstar Style Box for alternative funds.
Average debt/capital ratios have blown past precrisis levels.
A primer on one of the oldest alternative strategies.
Just about every load fund company is now available in No Transaction Fee supermarkets.
More investors now have access to this strong active shop.
Despite disappointing results, there's still an argument for these distinctive funds.
Checking in on our favorite small-growth funds, three of which are closed.
There are more options than ever for socially conscious fund investors.
The third quarter in bond funds.
It's been mostly more of the same for international-stock funds so far in 2016.
Why would an investor buy a bond with a negative yield?
It's just like "The Firm," only without the evil or Tom Cruise.
A simple blended index can protect you better.
The problems at Marketfield aren't a microcosm of the liquid alts industry at large.
Out of a universe of nearly 8,000 mutual funds, only these 45 passed Russ Kinnel's strict screen for fantastic funds.
Newly rated Hartford World Bond stands a good chance.
The list features some under-the-radar offerings, ESG funds, and more.
Nor has it sold its soul to reach the top.
Recent additions to our Morningstar Prospects list of intriguing, little-known, or new strategies.
Japanese government bonds' big role in global-bond indexes make them hard to avoid.
The bank-loan Morningstar Category has experienced volatile trends in flows over the past few years.
High equity prices mean you might want to get conservative.
Investors would have generally done better in portfolios of passive investments than in target-return funds.
Despite concerns about Puerto Rico and higher rates, municipal-bond funds have continued their run in 2016.
Its doors have reopened and a manager is leaving, but the key leader remains in charge.
Two funds sold and two funds bought developing-world stocks during the region's bear market.
There are plenty of funds to like in our new allocation 50% to 70% equity Morningstar Category.
These intermediate-term bond funds have grown the most as PIMCO's flagship has shrunk.
Here are a few fixed-income prospects to watch.
We’ve added to our Morningstar Prospects list of intriguing, little-known, or new strategies.
Voya Corporate Leaders Trust has defied expectations for decades.
Columbia Threadneedle has made strides toward a unified global brand but lacks the track record of a long-term dedication to shareholders' best interests.
It's a descriptor, not a predictor.
A talented manager, but we still have questions about the fund’s process and firm stewardship.