Home>Topics>Authors>Morningstar Fund Analysts

Morningstar Fund Analysts

  1. All
  2. Commentary
  3. Video Reports
  4. Fund Reports
  5. Headlines
  1. An Easy Way to Find the Right Medalist Funds

    Headlines

    Tue, 6 May 2014

    fund's past risk-adjusted performance relative to peers, the Analyst Rating is a forward-looking measure. Morningstar fund analysts rate funds based on the following five variables, or pillars: process, performance, people, parent, and

  2. What to Think About Fund Company Mergers

    Headlines

    Fri, 18 Apr 2014

    matter. However, these preliminary results line up with my anecdotal observations and with the opinions of most Morningstar fund analysts . Growing organically rather than through acquisitions seems to be generally better for three reasons: 1

  3. These Bull Market Funds May Have Room to Run

    Headlines

    Wed, 12 Mar 2014

    recommendation. First, strong recent performance is no guarantee of strong future performance. Second, though Morningstar fund analysts have vetted and recommended some funds on the list, others have neither undergone such a screening nor are

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

    Headlines

    Thu, 30 Jan 2014

    path means that the manager continues to adjust it beyond that date. As discussed in a 2012 research paper by Morningstar fund analysts Josh Charlson and Laura Lutton, one of the key differences between target-date fund series with "to" glide

  5. Is Your Company a Good Steward?

    Headlines

    Tue, 7 Jan 2014

    levels, and prudent capital-allocation decisions. T. Rowe also receives a Positive Parent Pillar score from Morningstar fund analysts for its fund management continuity, sensible fund closures, reasonable fees, and risk-conscious investment

  6. Top Picks for a Minimalist Portfolio

    Headlines

    Wed, 20 Nov 2013

    all-in-one investment options suitable for different purposes. All carry Gold Morningstar Analyst Ratings, meaning Morningstar fund analysts consider them among the best in their respective categories. For newbie investors looking for quality investments

  7. Small Bases Not Holding Back These Medalist Funds

    Video Reports

    Mon, 4 Nov 2013

    even mix. I don't think we're going to see really big swings, but it's still a little early. Benz: [ Morningstar fund analysts give the fund an Analyst Rating of] Bronze. Why not at that sort of highest level of conviction, maybe a

    Morningstar Fund Analysts found at 3:46

    to see really big swings, but it's still a little early. Benz: [ Morningstar fund analysts give the fund an Analyst Rating of] Bronze. Why not at that sort of highest level of conviction, maybe a Silver or
  8. Stocks Making Up for Lost Ground

    Video Reports

    Mon, 16 Sep 2013

    It's not as inexpensive as I would like it to be. I cover the fund, and it's a Bronze-rated fund for Morningstar fund analysts , primarily because of the expense ratio. But it's a strong fund in a category that after large blend has

    Morningstar Fund Analysts found at 3:36

    to be. I cover the fund, and it's a Bronze-rated fund for Morningstar fund analysts , primarily because of the expense ratio. But it's a strong fund in a category that after large blend has done quite well
  9. Low Fees in a Small Package

    Headlines

    Wed, 26 Jun 2013

    typically the larger a fund grows, the smaller these costs become as a percentage of assets. That's one reason Morningstar fund analysts often look at a fund's asset base when determining whether its fees are fair or not. A fund that has increased

  10. The Broader Lessons of Tweedy, Browne Global Value's Revival

    Headlines

    Tue, 16 Apr 2013

    yes. Morningstar.com Premium Members can see in the archived reviews of Tweedy, Browne Global Value that Morningstar fund analysts were advising shareholders in 2007 and 2008 that this fund would almost surely enjoy better times when conditions

« Prev12Next »
Content Partners