Morningstar rated 641 share classes and vehicles and 156 unique strategies in the last month of 2019.
The long bull market has made you wealthy, but it may have distorted your global stock allocation and increased your price risk.
Bronze-rated Artisan Value practices a valuation-sensitive, consistent approach that stands out from the pack.
Here are some quality funds for income-seeking investors.
Aggressive strategies strike back.
The team managing Silver-rated Jensen Quality Growth knows its circle of competence and doesn't leave it.
There was nothing passive about the father of passive index investing.
Outflows accelerate in 2018 amid poor performance for this Gold-rated fund.
These stalwarts won't avoid all of their asset class' rough spots, but they can smooth them out.
Non-U.S. strategies lagged U.S.-focused managers again as both the dollar and trade fears increased.
Here are three out-of-favor funds in which manager investment has increased in recent years.
Four leading funds in a lagging category.
Small-cap Medalist fund managers discuss the rise of strategic beta, the move to passive, small-cap moats, and opportunities today.
Managers who stockpile cash often take risks in other areas.
For more than two decades, Gold-rated FPA Crescent's eclectic, contrarian style delivers equitylike returns with less risk than the stock market.
These managers still put a lot of emphasis on traditional techniques to beat the broad market.
The CEO of the world's largest money manager said the company's revenue will increasingly come from software and technology rather than traditional money management.
Low fees, deep resources, long time horizons, and determination have helped these winning managers.
Despite leaning more on quants in its latest restructuring, BlackRock hasn't abandoned hope for fundamental stock-picking.
Despite an upcoming management change, we are maintaining our Bronze rating on this value-oriented dividend fund.
Leaning against flow and performance trends can be beneficial.
Most categories managed to climb a wall of worry as emerging markets and energy revived.
Recent additions to our Morningstar Prospects list of intriguing, little-known, or new strategies.
We’ve added to our Morningstar Prospects list of intriguing, little-known, or new strategies.
BlackRock's great scale comes with great responsibility.
Five frequently asked questions for shell-shocked fund investors.
Can these funds harness what makes them stand out?
Extreme inflows or outflows can influence your fund's ability to survive and outperform.
A look at the dispersion of Analyst Ratings for some of the most focused equity funds in Morningstar's coverage universe.
Settlement closes a nearly three-year-old controversy involving former BlackRock Energy & Natural Resources manager Dan Rice.
Low fees are important, but not enough to get these rated funds a medal.
Small growth and biotech exposure led, while large value lagged.
These actively managed Medalist funds show that the path to long-term outperformance is often paved with brief periods of underperformance.
Medalist funds with low People scores but high marks for Process.
Should investors be showing these funds more love?
Three upgrades, five downgrades, and three new ratings.
Five candidates who did more than ride the market's currents.
A look at a few unusual performance and sales patterns among our Morningstar Medalists.
Assets have grown in the past five years in many small-cap funds, but these are still taking new investors.
These funds hadn't paid out a capital gain to investors in at least 10 years but expect to this year.