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.
New data show professional investors overwhelmingly believe there is a link between corporate sustainability and long-term financial performance.
FPA New Income's shareholder-conscious pricing and policy decisions are almost novel in their genesis.
Did Brexit catch these go-anywhere alternative funds leaning the wrong way?
Even funds without an intentionally sustainable mandate can score well under our Sustainability Rating methodology.
Brexit-related volatility was not enough to take the sheen off an otherwise strong quarter for risky assets.
Brazil's rebound in 2016 boosts emerging-markets funds--especially those that target Latin America.
FundInvestor editor Russ Kinnel looks at winners and losers amid Friday's Brexit turmoil.
The Brexit made waves.
We examine high-rated and low-rated funds through our sustainability lens.
The results haven't matched the hype for objectives-based funds.
These Gold-rated funds have Morningstar Sustainability Ratings of High despite not explicitly trying to do so.
What factors lead to better investment timing?
High correlations to risky assets dent their appeal as a core-bond fund substitute.
What lies beneath matters more than generic labels.
The firm's quantitative fund expansion seems consistent with its identity for reasonably priced, low-turnover investment strategies.
Non-traditional-bond funds have swapped interest-rate risk for other risks.
Quite a few good large-growth funds earn high Sustainability Ratings despite not being explicitly ESG-oriented.
Morningstar's annual college-savings plan study compares diversification between target-date retirement funds and 529 plans' age-based options.
Getting ready for the big show.
Morningstar’s annual college-savings plan study highlights some of the industry’s most-pressing matters and how investors can pick the right plan.
Implementation challenges, poor performance, and high costs weigh heavily on this Morningstar Category.
Sequoia shareholders meeting highlights structural changes in investment policy, risk management, and decision-making.
Low rates and modest yields have raised the profile of subsectors that were previously considered more niche than core, such as municipal tobacco.
These three funds have boosted their exposure to heavily indebted companies over the last year.
Nearly a year after Puerto Rico Governor Alejandro Garcia Padilla declared that the commonwealth couldn't pay its debt, little has been resolved to give its residents or its investors any solace.
I look back at funds we upgraded to see how they performed.
Short-term challenges aside, several of Artisan's open funds are promising long-term ideas.
Fund fees have remarkable predictive power, and investors can put them to their advantage.
We're launching new equity, fixed-income, and alternatives categories to give investors a more focused lens for research.
We're moving from the three-category conservative-, moderate-, and aggressive-allocation system to an expanded five-category framework for allocation funds.
Like the Oracle of Omaha, these funds prefer to buy and hold quality businesses.
But investors are not necessarily paying less.
Outflows across a complex can be damaging to fund parent companies.
The bull market in equities since the credit crisis has masked the volatility of these funds.
For most funds, a recent upsurge in volatility probably doesn't signal a dramatic departure from established strategies. In some cases, however, there may have been a change for the worse.
Our annual study shows that investors are continuing to use these prominent retirement savings vehicles well and costs are coming down.