The trophies go to managers and a firm that put investors first.
Bronze-rated Fidelity Select Energy's manager is a career energy investor who applies a consistent process.
These winners think long-term.
Fund providers with strong prospects are differentiated and offer low-cost, repeatable investment strategies.
Check out the winners, and discover what makes them stand out.
Expenses, manager changes, and lagging performance disqualify funds from an elite group.
The firm's stewardship profile has been on the rise.
A Morningstar study finds that less than 10% of fund managers are women.
The firm's longtime equities head, Sharon Fay, will give up her role as CIO for global value and exit as a manager of two funds.
These direct-sold and advisor-sold plans exhibit strong menus of investment options, solid management, and reasonable fees.
32 plans earn medals from Morningstar's analysts.
Fees continue to fall, but mutual funds and indexes post better returns.
The firm's many mergers have yielded some good funds, though beware the price tags.
Success in 2012 took many forms.
27 plans earn medals from Morningstar analysts.
Good parents often raise good children.
Six plans move to the head of the class in 2011.
Studying 529 plans' average Morningstar Rating shows which states have done best.
Some states' 529 plans offer better tax breaks and other savings.
MSRB's proposal to collect more data is welcome but doesn't go far enough.
New Morningstar study shows Stewardship Grades predict success for fundholders.
Cash no longer king, but caution still rules.
Most plans are improving, but some still have work to do.
Proposed disclosure rules strike right tone, but don't go far enough.
529 plans are tough to analyze and too expensive.
Fund investors need more than the Supreme Court's 'status quo' decision in the Jones v. Harris fund-fee case.
Oppenheimer brings up the rear, according to new Morningstar reports.
Find out where Morningstar comes down in hundreds of new Stewardship Grades.
One holds steady, one improves, and one takes a dive.
Firms have high manager retention rates, says Morningstar study.
Less than half earn credit for fund ownership in our Stewardship Grades.
Morningstar study finds that funds with high Stewardship Grades gain assets.
Morningstar's Stewardship Grades rate firms' corporate cultures.
See Morningstar's version of the summary filing.
FPA, DWS, and John Hancock improve stewardship practices.
How do your mutual funds score?
We're raising the bar on governance.
We've learned a few things about mutual fund governance.
Highly independent boards could lead to better returns.
Fund directors don't always invest in all the funds they oversee.
How to use Stewardship Grades during your fund-selection process.
But high oil and gas prices spell trouble for other areas of the market.
We're upgrading our investment opinion on the firm.
Bank of America is ordered to pay $375 million, replace its funds' board.
Firm replaces key officers in wake of SEC settlement.