Outflows add to the challenges facing active stock fund managers.
Wasatch Core Growth has been upgraded to a Morningstar Analyst Rating of Gold.
We wrap our arms around this fast-growing category.
Two SEC proposals that could get in each other's way.
Make sure you know how a fund achieves its high yield.
The initial data suggests yes, though it's too early to draw hard conclusions.
These strong funds score well on Morningstar’s new Sustainability Rating.
Morningstar's Sustainability Rating confirms that funds seeking to invest in sustainable companies have been finding them.
Our new Sustainability Rating provides a reliable, objective way to evaluate how investments are meeting environment, social, and governance challenges.
Solid choices remain even if their hot streak cools down.
The firm continues to earn advisors' confidence, and strong inflows in 2015 keep it among the 10 largest U.S. fund companies.
Most investment shops reward managers for short-term results, and few consider performance beyond five years.
These funds have lost less in downturns than the S&P 500.
These five funds are solid defensive plays.
An impending retirement doesn't mean a change in course as this firm continues to build out.
Even the best of them have secrets.
BlackRock's great scale comes with great responsibility.
Investors need to carefully consider various currency, interest-rate, credit/default, and geopolitical risks before jumping into this steadily growing category.
These managers have expanded the boundaries, and succeeded.
An updated ratings methodology brings a few notable changes.
Take a look at the buys and sells of some top funds across the Morningstar Style Box.
Why duration doesn't tell the whole story.
A new CEO is not making any dramatic changes as the firm continues working to put its financial-crisis-era problems behind it.
Check out the winners, and discover what makes them stand out.
Five frequently asked questions for shell-shocked fund investors.
These three candidates delivered what investors seek from an alternative-strategy fund.
January's stock market swoon puts a spotlight on liquid alternatives.
Two candidates navigated last year's turbulent markets especially well.
There are more safeguards than you think.
A look at which funds took it on the chin and which remained unscathed.
A tough year for many bond managers, but a couple of winners stand out.
These standouts weathered a tough year well, building on their strong histories.
Four candidates stood out from their growth counterparts.
Investors and fund companies press the pause button in 2015.
A new Morningstar study finds that investors should look beyond past performance when selecting actively managed funds.
Learn more about Morningstar's fundamentals-based, analyst-driven rating systems.
Three approaches to currency management drive different risk/reward profiles.
The year 2015 was a disappointing one for most bond-fund investors.
These funds have become more concentrated among top holdings during the past three years.
Not one for the record books, but overall, it could have been worse.
The Focused Credit fund prompts Parent rating downgrade, but other issues are apparent.
A rough stretch for high yield is a reminder that the sector can require a strong stomach.
Large growth fared best, while funds with heavy energy stakes collapsed.
The market isn't as panicked as many investors have been.
Stable market conditions and client demand signal the right time for the firm to launch the first tax-exempt index open-end mutual fund.
Here are a few current recommended readings from Morningstar’s manager research team.
Despite some changes at the top, the firm remains on solid footing.
Investors in alternative funds aren't faring any better than the rest of the fund world.
Fidelity’s municipal-bond funds are worthy of note.
Buy stock-pickers, avoid sector rotators: large-cap growth edition