Why would an investor buy a bond with a negative yield?
It's just like "The Firm," only without the evil or Tom Cruise.
A simple blended index can protect you better.
The problems at Marketfield aren't a microcosm of the liquid alts industry at large.
Out of a universe of nearly 8,000 mutual funds, only these 45 passed Russ Kinnel's strict screen for fantastic funds.
Newly rated Hartford World Bond stands a good chance.
The list features some under-the-radar offerings, ESG funds, and more.
Nor has it sold its soul to reach the top.
Recent additions to our Morningstar Prospects list of intriguing, little-known, or new strategies.
Japanese government bonds' big role in global-bond indexes make them hard to avoid.
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.
FPA New Income's shareholder-conscious pricing and policy decisions are almost novel in their genesis.
New data show professional investors overwhelmingly believe there is a link between corporate sustainability and long-term financial performance.
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.
Morningstar's annual college-savings plan study compares diversification between target-date retirement funds and 529 plans' age-based options.
Quite a few good large-growth funds earn high Sustainability Ratings despite not being explicitly ESG-oriented.
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.