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
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.