Our annual look at funds with a Buffett-like taste in stocks.
This restructured fund is far more appealing than is readily apparent.
Russ Kinnel shares the performance results for his Fantastic 40 reports.
These asset managers treat investors well.
The long-tenured manager of this Gold-rated fund's bond sleeve is retiring in June. Should investors be concerned?
Four candidates stood out from their counterparts.
We recognize five of the very best in the industry.
Silver-rated Fidelity U.S. Bond Index's tilt toward high-credit-quality issuers provides good downside protection.
The Fed's dovish stance contributes to 2019's strong start.
Gold-rated Vanguard Tax-Managed Capital Appreciation effectively diversifies risk while taking a prudent approach to improving tax efficiency.
The first quarter of 2019 was much better than the fourth quarter of 2018.
Aggressive strategies strike back.
Silver-rated T. Rowe Price Overseas Stock boasts below-average costs and a personnel edge over its peers.
As Lyft's IPO approaches, some mutual fund investors already own it.
Which would you rather be?
Five prospective strategies that may be under your radar.
We've downgraded Berwyn Income's Morningstar Analyst Rating to Neutral as new managers with no public record running multi-asset strategies take the helm.
Our research finds that “hired” funds underperformed “fired” funds in future periods, on average.
How did funds hold up in a nasty quarter?
We've lowered Loomis Sayles Bond's Morningstar Analyst Rating to Silver.
Fresh looks at these funds result in reduced ratings.
Only 10 funds in the intermediate-term bond category earn our top Morningstar Analyst Rating of Gold. Baird Aggregate Bond just made the list.
These strategies merit a second look.
These three funds delivered in 2018 but had sizable outflows.
The Silver-rated fund's sprawling portfolio, huge asset base, and legendary manager are only a few of its distinguishing features.
Know what to expect from your intermediate-term bond fund.
A shocker from T. Rowe Price.
The team managing Silver-rated Jensen Quality Growth knows its circle of competence and doesn't leave it.
Some ideas for betting on another rebound.
Cheaper, "unbundled" funds succeed far more often than pricey, "bundled" offerings.
Bronze-rated Columbia Contrarian Core buys companies trading with heightened pessimism that have catalysts in place to lift sentiment.
Event-driven strategies have performed well in a difficult period for liquid alternatives, and rising cash rates could further boost their outlook.
We've upgraded our Morningstar Analyst Rating of American Funds Smallcap World to Silver.
One of the hardest decisions for fund investors is whether to stay with a slumping fund.
Investors would have been better off without the drama, but Bill Gross put an indelible stamp on asset management.
Obstacles throughout 2018--particularly rising interest rates and anxious credit markets--provided a challenge to bond investors broadly, but short-term bond funds held their own.
Gold-rated BlackRock LifePath Index's blend of forward-thinking management, low costs, and high-quality building blocks make it among the industry's best options.
Target-date funds are performing more alike before expenses than in the past, making fee differences even more important in separating good and mediocre performers.
Small value, rising managers, and foreign value are promising.
Silver-rated PIMCO Real Return maintains its Morningstar Analyst Rating despite a key management departure.
This contrarian strategy boasts a respectable track record.
Equities stung a handful of bond funds in the fourth quarter.
Silver-rated Loomis Sayles Small Cap Growth boasts long-tenured mangers practicing a well-executed process.
Pre-fee returns are sliding, funds are performing more alike, and the 'wrong' styles are leading.
December was a busy month for Morningstar manager research analysts with refreshed or new ratings on 163 strategies.
A recent fee cut makes Gold-rated FMI Large Cap even more attractive.
Bond markets grappled with monetary policy and political unknowns in 2018.
Plunging foreign markets and unfavorable currency trends weigh heavily on results.
Bronze-rated American Funds Bond Fund of America is a good choice for those seeking calm during bouts of market volatility.
Large-growth funds were the best performers in a generally rocky year.