Tailoring a portfolio to a client's risk/reward profile is a matter of capturing how funds perform in up and down markets.
Hear Morningstar investment specialists' take on the debate and learn how to get the most out of your active and passive investments.
Past performance doesn't predict future returns, but these funds all have virtues that give them a leg up.
Morningstar's director of equity research Pat Dorsey swaps his fund recommendations with senior fund analyst Mike Breen's stock picks.
How one fund turned its Morningstar Analyst Rating from Gold to Neutral and other recent ratings changes.
A handful of analyst-recommended equity funds have kept more than 10% of assets liquid and could be poised to pounce in the case of a downturn.
The average active fund is a loser. So, don’t buy the average active fund.
Four offerings deemed to be right for right now.
Plus, Putnam considers hedge funds, and more.
Cooling energy prices could be hard on these funds.