Target-date funds can be well-suited to investors who lack the time or desire for more hands-on portfolio management, but they still need to so some homework first, says Morningstar senior fund analyst Josh Charlson .
Morningstar senior fund analyst Josh Charlson sets the record straight on common target-date misconceptions.
Morningstar analyst Josh Charlson helps investors size up 'glide path' changes in their target-date fund series, and also discusses recent target-date performance and fund flow trends.
New Analyst Ratings for target-date funds now focus on a series' process, but there's more than one route to a top rating, says Morningstar's Josh Charlson .
A simple blended index can protect you better.
We’ve added to our Morningstar Prospects list of intriguing, little-known, or new strategies.
Pairs-trade strategies can be tricky, but this American Century fund has provided a smooth ride.
Check out the winners, and discover what makes them stand out.
While Bronze-rated Natixis ASG Managed Futures' recent performance has been stellar--and low fees are a plus--investors should take note of its high volatility.
As rates remain low, many investors overlook the risks of higher-yielding fixed-income assets; instead, they should maintain low-cost, well-diversified portfolios, says Vanguard's Fran Kinniry.