Thanks to its low costs, Vanguard Dividend Appreciation Index now earns our top rating of Gold.
The classic balanced portfolio wasn't slowed down by the worst quarter for U.S. core bonds this century.
After several years and several restarts, BlackRock's active equity funds have shown signs of life.
New world-stock categories break out funds by style to provide better comparisons.
We've split, retired, and merged the old alternative categories into new and existing categories.
These funds hold the same stocks that the Oracle of Omaha does.
A look under the hood.
Big changes diminish the appeal of Emerald Banking and Finance.
Diversified real assets can enhance a portfolio built for the long run.
Why manager changes are different at Vanguard and T. Rowe Price.
Managers from T. Rowe Price, Wellington, American Century, and others discuss the trade-offs.
The recovery continues.
IVA had an auspicious launch, an unusual life, and a startling end.
Rising interest rates unsettle bond markets.
Value drives U.S. equity market gains in the first quarter.
Execution missteps in its Nevada 529 plan resulted in an exposure to stocks that was an eye-popping 20 percentage points more than investors expected.
Personnel issues and lax risk controls loom large here.
A look at how some notable U.S. equity funds have navigated the market's style and size reversals over the past year.
The original low-cost choice is still a cut above most peers.
We've enhanced our Morningstar Quantitative Rating for Funds with a new feature--written reports that offer better insight and context.
A recap of 2020’s roller-coaster ride in the muni markets and questions about what comes next.
Not many, but commercial mortgage-backed securities may have more room to run.
Pimco joins our list of top target-date funds, and T. Rowe Price gets an upgrade.
This strategy can outperform again.
Don't try this at home.
The series' cheapest share classes now earn a Morningstar Analyst Rating of Gold.
Stock fund managers consider the trade-offs of investing in China.
If you can get aboard, should you?
Baird Aggregate Bond's risk-aware approach has kept it from major missteps over its long life.
Indexing may not be the best route when it comes to risky credit.
The behemoth's merits are substantial.
It’s most likely to appear in more-aggressive strategies, so mind your manager’s approach.
As 2020 screeched to a close, financials stocks were popular.
We reveal how the ultra-popular fund's underlying holdings stack up on 11 measures of equity-related risk.
American Funds has blazed its own trail to chart-topping results. But can it change course if the tide shifts?
One of my favorite Vanguard fund managers fell well behind in 2020.
Stock fund managers mull the value of post-pandemic travel.
This is a stalwart target-date series.
This target-date series offers the best of both worlds.
This target-date series enjoys durable advantages.
A thoughtful approach at a low cost makes this a strong choice for target-date investors.
This remains a first-class target-date series.
We reveal how the fund’s underlying holdings stack up on 11 measures of equity-related risk.
Recent Morningstar Style Box enhancements cause some fund migration.
After an out-of-favor 2020, the large-cap, bank-loan, nontraditional bond, and world-allocation Morningstar Categories may be due for a rebound.
An epic rally in the underdogs of Wall Street illustrates the challenges of short-selling.
The well-resourced team at T. Rowe Price Small-Cap Value takes a sensible approach to investing in small companies.
Foreign small-value stocks are generally cheaper with less debt.
Valuations and the effect of loose monetary policy on asset prices and capital allocation are top of mind for some equity managers.
From ETFs to CITs, investors have an array of choices. How do they stack up with mutual funds?