Funds with large stakes in Russian and Ukrainian bonds face challenges.
The fabulous 27 female managers.
Here's what managers of Morningstar Medalist funds are saying about the outlook for Russian stocks.
A variety of strategies can operate tax-efficiently.
After putting active ETFs on the map, Cathie Wood's firm looks toward interval funds.
These funds were mostly clobbered in the coronavirus sell-off but rebounded nicely in 2021.
Some growth funds are holding smaller positions in mega-cap names to avoid hitting SEC limits.
Although complicated, these strategies can help diversify a portfolio.
These funds saw large outflows in 2021 as measured by percentage of assets.
Fidelity and Pimco lead the way.
Target-date funds are best kept where most of them are: in a tax-deferred account.
Liquid alternative strategies saw big inflows in 2021, yet only a small handful earned the spoils.
The firm still embodies founder Jack Bogle’s spirit.
After a hot 2021, we unpack five funds' performance.
The fund's style does not explain ARK Innovation ETF's steep losses over the trailing year.
Here's three ways to gain exposure.
What a long, strange trip it's been.
Big 2021 outflows may signal decent returns in the future for the large-growth, mid-growth, and world large-stock value Morningstar Categories.
Funds that gained more than 100% in 2020 fell about 3% on average last year, with most badly lagging the market. This fits the historical pattern.
Equities dominate, value rebounds, and a behemoth gets big inflows.
Fidelity and American Funds dominate, while Vanguard sees a seismic shift to its CITs.
Here are some great funds for the long haul.
Credit risk prevails in a rocky year for bond markets.
Elation over economic recovery balanced unease about the future.
Value is back.
These funds provide exposure to many timely investment themes, including sustainability, the U.S. infrastructure spending bill, and inflation protection.
Take a peek at our bookshelves.
Nobody knows how long inflation will stick around.
These active managers have been consistently successful in the fixed-income market.
These funds have room to grow.
Recent performance doesn't tell the whole story for these funds.
A rough Thanksgiving weekend shows these investment strategies don’t always zig when the market zags, as many expect.
A peek under the hood at several funds with elevated stakes in below-investment-grade debt.
These diversified funds have gone all-in on energy stocks, and that has (mostly) given them a boost in 2021.
After stunning growth and a successful IPO, what’s next for Rajiv Jain’s GQG Partners?
Benchmark rebuild in June put pressure on some small-cap managers.
Grayscale Bitcoin Trust opened the floodgates but is structurally inadequate.
Our favorites from Fidelity’s lengthy menu of large-growth funds.
Morningstar Medalist funds largely sold regulation-impacted businesses.
Investors in highly differentiated funds have mostly endured higher risk while paying higher fees for mostly mediocre relative returns.
No one likes a bloated fund.
Learning from past misfortunes can help investors avoid future tax woes.
Home bias is a global phenomenon that reduces diversification.
The trend to passive funds may be reversing here.
Strong performance and outflows generate some big taxable distributions.
Not all funds in the ultrashort bond Morningstar Category are created equal.
Investors should be cautious when expanding their search for income.
Morningstar identifies 32 best-in-class 529 plans.
Behind the accelerating shift from mutual funds to CITs on 401(k) plans.
Climate change has underscored the need for clean drinking water. Does that make investing in water funds a compelling option?