3 Promising Bond Funds to Watch in 2023
These relatively new and unique bond strategies have a place on the Morningstar Prospects list this year.
Stephen Welch
Stephen Welch, CFA, is a senior manager research analyst, equity strategies, for Morningstar Research Services LLC, a wholly owned subsidiary of Morningstar, Inc.
Before joining Morningstar in 2019, Welch spent several years in proprietary trading, specializing in index option arbitrage and the futures market.
Welch holds a bachelor’s degree in computer engineering and mathematics from Vanderbilt University and a Master of Business Administration from the University of Chicago Booth School of Business. He also holds the Chartered Financial Analyst® designation.
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These under-the-radar equity strategies have a place on the latest Morningstar Prospects list.
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For its next leader, the firm has selected the relative newcomer who turned around its fixed-income business.
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4 Value Funds Enduring the Bear Market
Dividend-focused large-value funds were a bright spot in a challenging 2022.
Jan 27, 2023
4 New Funds on Our Radar
Our analysts added these promising funds to the Morningstar Prospects list.
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A Fresh Look at Active Equity ETFs
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Aug 22, 2022
4 New Funds on Our Radar
Our analysts added these promising mutual funds to the Morningstar Prospects list.
Jul 25, 2022
4 Funds Feeling Outflow Pressure
These funds saw large outflows in 2021 as measured by percentage of assets.
Feb 4, 2022
4 Funds To Watch at Tax Time
These funds might make big capital gains distributions later this year.
Aug 11, 2021
2 High-Yield Bond Funds Secure Silver Ratings in May
We share some highlights from this month.
Jun 4, 2021
A Terrific, Time-Tested Dividend-Growth Fund
An upcoming organizational change isn't a concern for Silver-rated T. Rowe Price Dividend Growth.
May 26, 2021
These T. Rowe Price Funds Find Gold
Morningstar analysts rated 926 share classes and vehicles and 246 unique strategies in February.
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November Analyst Ratings Upgrades, Downgrades, and More
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Stellar Teams Take These Franklin and Pimco Funds Up a Notch
Morningstar analysts rated 548 share classes and vehicles and 141 unique strategies in October 2020.
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Morningstar analysts rated 527 share classes and vehicles and 117 unique strategies during the month.
Sep 14, 2020
June Analyst Ratings Upgrades, Downgrades, and More
Morningstar analysts rated 785 share classes and vehicles and 187 unique strategies in June 2020.
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T. Rowe Price Dividend Growth's longtime manager and thoughtful approach have served investors well.
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Ratings Changes for Vanguard, and a New ESG ETF to Consider
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The Shortest Month Is Long in Ratings Activity
Morningstar analysts rated 1,027 share classes and vehicles and 244 unique strategies in February.
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