Buy the Unloved: 2020 Edition
A simple contrarian investing strategy to consider.
Linda Abu Mushrefova, CFA
Linda Abu Mushrefova, CFA, is a manager research analyst for Morningstar.
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Diversify With One of These Mid-Cap Equity Funds
These blend, value, and growth options can serve a valuable role in a diversified portfolio.
A Fine Choice for Small-Cap Seekers
The Silver-rated fund applies a disciplined, relative value approach that emphasizes bottom-up stock-picking.
How Diamond Hill Shines Bright
The firm's proven philosophy has been consistently applied, and we expect it to continue to reward investors over a full market cycle.
Back-Door Access to an Excellent but Off-Limits Value Strategy
Diamond Hill Mid Cap shares approximately 70% overlap with its stellar but closed sibling Diamond Hill Small-Mid Cap.
How Fund Managers Are Using Big Data
With big data comes big questions.
8 Upgrades Highlight August Ratings Changes
Morningstar analysts rated 149 strategies in August.
7 Upgrades Highlight July Ratings Changes
Morningstar analysts rated 149 strategies in July.
An Excellent Deep-Value Large-Cap Fund
LSV Value Equity earns a Morningstar Analyst Rating of Silver for its seasoned team and proven approach.
A Solid Small-Value Fund Reopens
Closed for more than a decade, Bronze-rated Columbia Small Cap Value II has successfully dodged value traps over time.
4 Downgrades Highlight Fundamental Weakening
Fresh looks at these funds result in reduced ratings.
A Rewarding Small-Value Fund for the Long Term
Deep resources and a disciplined approach drive Silver-rated Boston Partners Small Cap Value II.
A Capable, Quality Mid-Cap Growth Fund from Vanguard
Subadvisors William Blair and RS steer Bronze-rated Vanguard Mid Cap Growth.
An Appealing Small-Cap Fund
Bronze-rated Westwood SmallCap uses a valuation-focused approach, is supported by a strong team, and has an attractive price tag.
Why We Upgraded This Mid-Cap Value Fund to Gold
Diamond Hill Mid Cap shines with its proven team and attractive price tag.
This Newly Rated Mid-Cap Fund Delivers on the Downside
Gold-rated Diamond Hill Mid Cap boasts a deep bench and disciplined approach, but it lags in frothier market environments.
A Great Option for Mid-Cap Growth Exposure
A research-intensive focus and tenured team give us confidence in Jackson Square SMID-Cap Growth.
Don't Be Lulled by Mid-Cap Growth's Recent Strength
When growth funds get volatile in a bear market, value exposure can help mitigate losses.
Small-Cap Funds Struggle With Asset Bloat
These small-cap funds have significant mid-cap exposure.
A Deep-Value Small-Cap Fund
LSV Small Cap Value's disciplined process, deep bench, and reasonable fees gives us confidence it can continue to benefit investors over the long haul.
3 Standouts in the Struggling Large-Value Category
Our analysts like Diamond Hill Large Cap, Dodge & Cox Stock, and American Funds Washington Mutual.
Conservative and Aggressive Mid-Cap Growth Options
Prudential Jennison Mid Cap Growth and Hartford MidCap should both deliver over time.
An Upgrade to Gold for This Small-Cap Fund
T. Rowe Price QM US Small Cap Growth Equity should reward investors over the long term.
A Solid Choice for Mid-Cap Exposure
Bronze-rated Dreyfus Opportunistic Midcap Value benefits investors over the long term with a proven process, deep resources, and fair fees.
5 Large-Value Funds in Outflows That Investors May Want to Reconsider
Take a fresh look at these funds.
Diversify With These 2 Mid-Cap Picks
Hartford MidCap and Oppenheimer Discovery Mid Cap Growth both have disciplined processes, good long-term performance, and attractive fees.
5 Mid-Cap Favorites With Attractive Downside Protection
These Morningstar Medalists have served risk-averse investors well.
An Excellent Large Company Fund
A disciplined, intrinsic-value-focused process and experienced team have led to an impressive track record at Gold-rated Diamond Hill Large Cap.
What Impact Does Amazon Have on Your Fund?
Amazon’s impact has material consequences that reach beyond the large growth Morningstar Category.