Our annual study examines how 529 college savings plans stack up on price, performance, and other factors versus non-plan mutual funds.
Morningstar's Laura Lutton details the new ratings system used for 529 college-savings plans, what analysts look for in the plans, and improvements in the 529 industry.
Debates in Washington continue about interest rates tied to student loans, and college savers face more headwinds as states reduce university funding.
A recent Morningstar survey found that current closed-end fund investors are using the vehicles for retirement income, but potential investors desire more education.
The launch of PIMCO's new fund Total Return ETF may prompt advisors and individual investors to reset their point of view about active ETFs over the next couple of years, says Morningstar's Paul Justice.
Many investors cashed out of core domestic and international stock mutual funds in November, while emerging-markets funds remain popular despite a recent correction.
If you believe success in today's stock market demands selectivity, these fund managers have proven they can deliver, says Morningstar's director of personal finance.
The switch from MSCI to FTSE and CRSP indexes for 22 Vanguard funds is all about three things, says Vanguard principal Joel Dickson: cost, cost, cost.
Fees continue to fall, but mutual funds and indexes post better returns.
Morningstar measures college-savings plans' risk-adjusted performance.
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