| A Look Back on Morningstar Ratings: How Well Have They Sorted Global Funds? |
Fund Spy |
Jeffrey Ptak, CFA |
01/27/23 |
| 4 Value Funds Enduring the Bear Market |
Fund Spy |
Stephen Welch, CFA |
01/27/23 |
| Tax Benefits for Active and Passive Real Estate Investors |
Fund Spy |
Jeremy Pagan |
01/25/23 |
| 3 High-Yield Bond Funds Offering Appealing Payouts |
Fund Spy |
Chiayi Tsui |
01/24/23 |
| 4 of the Best Bond Investors |
Fund Spy |
Brian Moriarty |
01/23/23 |
| 4 New Funds on Our Radar |
Fund Spy |
Stephen Welch, CFA |
01/20/23 |
| American Funds Garners the Most Target-Date Mutual Fund Flows in 2022 |
Fund Spy |
Megan Pacholok |
01/19/23 |
| Investing in REITs vs. Direct Real Estate |
Fund Spy |
Jeremy Pagan |
01/18/23 |
| Expanding Our Model Portfolio Coverage With Quantitative Ratings |
Fund Spy |
Jason Kephart, CFA |
01/18/23 |
| Real Estate Funds, Private REITs, and BREIT: What You Need to Know |
Fund Spy |
David Kathman, CFA, Ph.D. |
01/18/23 |
| U.S. Fund Flows: Investors Bail in 2022 |
Fund Spy |
Adam Sabban, CFA |
01/17/23 |
| Former Manager of Vanguard Fund Dies |
Fund Spy |
Andrew Redden |
01/12/23 |
| The Role of Real Estate Investments in a Portfolio |
Fund Spy |
Jeremy Pagan |
01/11/23 |
| Should Investors Consider This Upgraded Bond Fund in 2023? |
Fund Spy |
Brian Moriarty |
01/10/23 |
| 3 Sector Funds Worth Considering |
Fund Spy |
Jack Shannon |
01/10/23 |
| How Large-Growth Funds Are Navigating Their Concentrated Universe |
Fund Spy |
Robby Greengold, CFA |
01/09/23 |
| 20 Funds for Investors to Consider in 2023 |
Fund Spy |
Russel Kinnel |
01/06/23 |
| This Globe-Trotting SMID-Cap Fund Earns an Upgrade to Gold |
Fund Spy |
Stephen Margaria |
01/06/23 |
| Q4 Rally Is Cold Comfort for Battered Bond-Fund Investors |
Fund Spy |
Peter Marchese |
01/04/23 |
| No Fun for Stock Funds in 2022 |
Fund Spy |
Gregg Wolper |
01/03/23 |
| Jennison Associates Co-Founder Spiros ‘Sig’ Segalas Has Died |
Fund Spy |
Paul Ruppe, CFA, CPA |
01/03/23 |
| Contrarian Picks for 2023 and Beyond |
Fund Spy |
Anthony Thorn |
12/30/22 |
| 2 Emerging-Markets Bond Funds to Consider |
Fund Spy |
Brian Moriarty |
12/28/22 |
| Guggenheim CIO Scott Minerd Has Died |
Fund Spy |
Eric Jacobson |
12/22/22 |
| Morningstar’s 2022 Recommended Reading List |
Fund Spy |
Janet Yang Rohr, CFA |
12/16/22 |
| The Outlook for Healthcare in the COVID Era |
Fund Spy |
Russel Kinnel |
12/16/22 |
| Crypto’s Crash Reinforces Old Lessons for Fund Investors |
Fund Spy |
Eric Schultz |
12/16/22 |
| 4 Equity-Income Funds That Have Played Good Defense in 2022 |
Fund Spy |
Paul Ruppe, CFA, CPA |
12/14/22 |
| Why Vanguard Total International Stock ETF Has an Advantage in 2023 and Beyond |
Fund Spy |
Zachary Evens |
12/13/22 |
| 2 Prominent Core Bond Funds Head in Different Directions |
Fund Spy |
Thomas Murphy |
12/09/22 |
| The Diversification Strategy That’s Older Than Target-Date Funds |
Fund Spy |
Greg Carlson |
11/30/22 |
| 4 Short-Term Bond Funds That Have Stood the Test of Time |
Fund Spy |
Elizabeth Templeton |
11/28/22 |
| 15 Top Wealth Creators in the Fund Industry |
Fund Spy |
Amy C. Arnott, CFA |
11/28/22 |
| U.S. Fund Flows: Investors Continued to Pull Back in October |
Fund Spy |
Adam Sabban, CFA |
11/22/22 |
| 4 Bond Funds With Tax Issues |
Fund Spy |
Paul Olmsted |
11/21/22 |
| Lessons From a Multibillion-Dollar Fund Scandal |
Fund Spy |
Elizabeth Templeton |
11/15/22 |
| Which Popular Funds Will Hit Investors With Losses and Capital Gains Distributions This Year? |
Fund Spy |
Stephen Welch, CFA |
11/15/22 |
| How Two Thrivent Managers Craft a Successful Small-Cap Stock Portfolio |
Fund Spy |
Tony Thomas, Ph.D. |
11/11/22 |
| Upgrade for a Vanguard Fund That Offers Inflation Protection |
Fund Spy |
Chiayi Tsui |
11/11/22 |
| Why Dodge & Cox Income Fund Is Tough to Beat |
Fund Spy |
Sam Kulahan, CFA |
11/08/22 |
| Which Fund Companies Are Getting Upgraded? |
Fund Spy |
Russel Kinnel |
11/08/22 |
| 4 Stock Funds Where Talent Tops Mediocre Processes |
Fund Spy |
Sachin Nagarajan |
11/08/22 |
| Mutual Funds Have a TikTok Problem |
Fund Spy |
Jack Shannon |
11/04/22 |
| Morningstar 529 Ratings: The Top Plans and What They Offer |
Fund Spy |
Patricia Oey |
11/02/22 |
| Bond Ladder ETFs Can Help Investors Climb Higher |
Fund Spy |
Saraja Samant, CFA |
10/26/22 |
| Demystifying Investor Portfolios Around the World |
Fund Spy |
Matias Möttölä, CFA |
10/24/22 |
| 6 Bond Funds for Navigating Inflation |
Fund Spy |
Paul Olmsted |
10/18/22 |
| The Thrilling 31: A List of Great Funds |
Fund Spy |
Russel Kinnel |
10/14/22 |
| A Muni Fund and a Tech Fund Earn Ratings Upgrades |
Fund Spy |
Greg Carlson |
10/07/22 |
| 4 Stock Funds Whose Processes Don’t Need Genius Management |
Fund Spy |
Sachin Nagarajan |
10/07/22 |
