Morningstar highlights what moves a 529 plan from good to great.
These portfolio managers once had more than $1 million invested in their funds; now they have nothing.
The costs of shorting aren't always visible, but they can exact a price.
Morningstar checks in on the TCW/Metropolitan West crew following the bond world shakeup caused by Bill Gross' departure from PIMCO.
This corner of the health-care market could be poised to fall further than others.
A long-running bull market means great returns and a growing tax burden.
A growing but still risky group.
Principal Funds continues to grow on multiple fronts, but its core identity remains elusive.
Funds that emulate the Oracle of Omaha have done well over time.
Industry fee revenue at record high, even though investors pay less for funds overall.
A strong dollar aside, think risk first when it comes to currency exposure.
A Morningstar study shows the average fundholder pays 15% less than five years ago.
Check expenses, of course, but don't neglect more subtle differences.
Our guide can help you make sure your actively managed funds deliver as expected.
Having multiple subadvisors makes investing a little trickier, but it's still worthwhile.
The world is these alternatives managers' oyster.
A close inspection of sub-asset-class glide paths reveals notable divergences between target-date series.
Highlights from Morningstar's 2015 target-date research through pictures and tables.
Asset managers do all right, too.
Breaking the mold.
Higher levels of manager investment are a good sign.
These intermediate-term taxable-bond funds earn Morningstar Analyst Ratings of Gold.
Investors have swiftly rushed into managed-futures funds this year, but the category isn't out of the woods yet.
We highlight the five best funds in a crowded field.
Five considerations for those investing in fixed-income funds.
Looking back at a difficult 12 months for some of our favorite emerging-markets funds.
Options for capitalizing on the dollar's rise.
Two recent manager changes at Goldman Sachs illustrate how other factors can mitigate the disruption.
Cash is not trash.
A dozen domestic small-cap funds earn Morningstar Fund Analyst Ratings of Gold.
Funds for the cautious investor.
These outperformers in 2014 warrant a wait-and-see attitude.
Strong dollar obscures decent returns.
Five considerations when globalizing a portfolio.
Positioning within the high-yield energy sector will differentiate managers in 2015.
We highlight three that were Oscar-worthy--for reasons both heroic and scary.
A team-oriented approach has helped create a stable and successful firm at the home to the country's oldest open-end mutual fund.
Most investors can find a good match for their portfolios among these Gold-rated funds.
Going against the grain of flows can be a profitable strategy.
Health-care and dollar hedges helped funds to standout returns in 2014.
These alternatives managers did more with less.
A dynamic market in 2014 gave allocation managers plenty of opportunities to stumble or soar.
There were many surprises in 2014's bond markets, but a few managers got it right.
A tough year for foreign markets and currencies yields a compact field.
Five candidates who did more than ride the market's currents.
2014 was full of surprises.
Russia's troubles highlight emerging-markets bond fund risk.
A tumultuous conclusion to a challenging 2014.
Departures of investment staff are worth watching, though.
It was a great year for Primecap and a bad one for Fairholme.