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
What I own and why.
Convertible bonds offer equity upside with downside protection.
Looking at some under-the-radar fund ratings.
Most mutual fund managers do not focus on aftertax performance, but astute investors may be able to improve their aftertax returns.
Evaluating manager changes at funds from T. Rowe Price, Vanguard, and more.
Emerging-markets stakes run the gamut.
Investors armed with the knowledge of their state’s tax benefits can readily narrow their 529 plan choices.
Twenty-nine plans are Morningstar Medalists, and two receive Negative ratings.
Fixed income remains solid, and the equity side of the business has improved.
It already settled with one firm in a recent sweep examining sub-transfer-agency fees, but there may be others.
Funds with big industrial and energy stakes that may be on Warren's wavelength.
This international-stock specialist shines by concentrating on quality.
The equity side of American Funds' parent company remains among the best, and it's making strides with its fixed-income business.
Changes to PIMCO Total Return's portfolio are notable but consistent with its history.
This simple trick can help you halve some alternative fund fees.
A rundown of possible outcomes for certain Morningstar Categories when the Fed ultimately decides to hike interest rates.
The short answer: It depends. The bond market doesn't respond the same way to every Federal Reserve decision to raise interest rates.
But passive equity and alternative strategies continue to draw interest.
These Morningstar Medalists are among our favorites.
Performance has been all over the map in 2015.
When it comes to a fund's long-term payout, quality and growth matter just as much as yield.
Recent market turbulence has rocked some target-date funds more than others.
Late August provided a stress-test.
Three options for a measured approach to junk bonds.
Expenses, manager changes, and lagging performance disqualify funds from an elite group.
The firm is on the mend after a period of turmoil, but questions remain.
Extreme inflows or outflows can influence your fund's ability to survive and outperform.
A diverse and functional family of funds.
Why investors get less than their funds' total return.
We break down the SEC's inquiry into the firm's exchange-traded fund BOND.
Bonds remain an important allocation for certain investors.
Investors should expect continued volatility.
Beta ranges reveal a dizzying array of approaches.
Most of Morningstar's top Medalists are shining in a pack of broad returns.
After three years on the job, these managers have not delivered standout performance.
The firm's stewardship profile has been on the rise.
Morningstar and Barron's ninth survey sheds some much-needed light on alternative investment flows, usage, and allocations.
A midyear review shows that investors found bright spots amid the turmoil.
I look at the highlights and lowlights in equityland.
The second half of the year is shaping up to be even more eventful than the first.
Our annual stewardship survey shows firm-level analysis matters, too.
Should you hold on or bail?
Many of these funds are gaining investors who are fleeing PIMCO Total Return.
But the firm isn't yet out of the woods after a tumultuous 2014.