Running through the numbers.
On the fifth anniversary of the current bull market, we look at large-cap funds that have outperformed and that have P/E ratios lower than the market average.
Knowing whether your fund uses a 'to' or 'through' glide path may affect how you invest.
Morningstar's assessment of fund and stock stewardship can help investors find companies run by those who have investors' best interests at heart.
These one-stop investment options provide convenience and quality at an attractive price.
Morningstar's Russ Kinnel profiles three Bronze-rated funds that manage to do a lot with a little.
Most equity categories have recorded year-to-date inflows amid tempered investor interest in bonds, and several active fund shops are benefiting.
Despite their smaller asset bases, these highly rated funds have kept fees in check.
First-quarter flows into many bond-fund categories were tepid compared with their equity counterparts, with improving economic conditions creating a Treasury sell-off.
Why a prominent fund lagged, and why patience was called for.