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Morningstar Fund Analysts

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  1. What to Think About Fund Company Mergers

    Running through the numbers.

  2. What to Think About Fund Company Mergers

    Running through the numbers.

  3. An Easy Way to Find the Right Medalist Funds

    Our screener tool lets Premium Members search exclusively among funds rated Gold, Silver, or Bronze.

  4. These Bull Market Funds May Have Room to Run

    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.

  5. What Happens to Your Target-Date Fund When You Retire?

    Knowing whether your fund uses a 'to' or 'through' glide path may affect how you invest.

  6. Is Your Company a Good Steward?

    Morningstar's assessment of fund and stock stewardship can help investors find companies run by those who have investors' best interests at heart.

  7. Top Picks for a Minimalist Portfolio

    These one-stop investment options provide convenience and quality at an attractive price.

  8. Low Fees in a Small Package

    Despite their smaller asset bases, these highly rated funds have kept fees in check.

  9. Bond-Fund Investors Walking Gingerly

    First-quarter flows into many bond-fund categories were tepid compared with their equity counterparts, with improving economic conditions creating a Treasury sell-off.

  10. Stocks Making Up for Lost Ground

    Most equity categories have recorded year-to-date inflows amid tempered investor interest in bonds, and several active fund shops are benefiting.

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