From ETFs to CITs, investors have an array of choices. How do they stack up with mutual funds?
These funds look attractive to us today.
We look at the pros and cons of the investment vehicles gaining traction.
Growth funds dominate, investors embrace bonds, and a terrific manager struggles.
November's U.S. election results and favorable vaccine news help reverse the fortunes of downtrodden small-cap and value stocks.
Where to look when your portfolio needs a shift.
Some managers went the extra distance and committed more than $1 million to their niche funds.
Those value funds you own that have annoyed you? Take a look now. Many are surging.
A year after Morningstar introduced its enhanced fund rating methodology, a look at some of the effects.
We discuss whether a fund manager's ownership stake in his or her fund says anything about its prospects.
Low fees give the largest active funds a big boost.
As that time of the year approaches, our experts discuss what investors should anticipate.
Russ Kinnel discusses how stock funds and bond funds have handled asset growth over the past decade.
In some categories, index funds earn higher Morningstar Analyst Ratings than in others. Russ Kinnel explains why.
I set the bar really high and only 36 funds made the cut.
We check in with the longtime Royce portfolio manager to see how he's navigating the latest bear market.
We share top funds for income seekers based on our annual "fantastic funds" screens.
Investors are throwing these funds overboard. Should they?
Is the spike in outflows just a spike or the start of something big?
Some funds' fees are falling faster than others'.
Large growth maintains its supremacy in the Morningstar Style Box during a volatile first half for mutual funds.
Russ Kinnel explores the trend of increased outflows from actively managed funds.
All the gory details on losses at some of the biggest funds.
Russ Kinnel sees promise in value and foreign stock funds.
Improved processes take T. Rowe Price New Horizons and Polen Growth up a notch.
Sustainable investing strategies have gone mainstream; here's how some of the best money managers are doing it.
Russ Kinnel examined recent bear markets to glean information for future upheavals.
Russ Kinnel explores four highly rated funds that have reopened for investors.
Two Vanguard funds get downgrades.
Market history doesn't repeat itself, but it rhymes.
We examine the funds that held up better than others in these turbulent markets.
Municipal bonds and financial stocks suffered amid the volatility, but growth stocks persevered, and the market's recovery has been robust.
Past bear markets have shown that there likely will be more reopening announcements on the way.
Looking at key manager changes to see what we've learned along the way.
Russ Kinnel shares which funds caught our eye because of a change in leadership.
Only a small number of managers have earned our highest rating.
Don't touch your face or your portfolio.
Let's make a fund deal.
Russ Kinnel offers a range of suggestions for those looking for a new holding.
Russ Kinnel discusses the importance of the People Pillar in assessing a Morningstar Analyst Rating and a few funds that are exceptional in this area.
Value funds plus big upgrades are worth a look.
We recently updated our Parent rating, a crucial element in evaluating how well a fund will serve investors in the long run.
From Bogle and Ellenbogen to flows and acquisitions, it was a year of changes.
Only 34 funds passed all my tests.
These 8 events were attention-getters.
Russ Kinnel says retirees should adjust--but not eliminate--their equity positioning.
See the range of ratings generated by different fee levels for each mutual fund.
Russ Kinnel highlights some good-quality funds that are getting dumped.
These six funds have rebounded nicely in 2019.
Get caught up on that fund you hated.