These under-the-radar funds all have less than $200 million in assets.
Fund flow data reveals that short-term performance heavily influences fund purchases and sales, but sometimes investors do get it right.
Check out our new coverage of funds from Invesco, Vanguard, and Prudential.
Russ Kinnel says the tech sector and Vanguard International Growth have done well so far this year, while energy and Fairholme Focused Income have been hard hit.
When good funds' costs drop, you should pay attention.
Shareholders should be encouraged by the fund's closure, but don't take it as an indicator of an overheated market, says Russ Kinnel.
Around the world with investor-timing errors.
With more money going into passive funds, the average investor's bill dropped 4 basis points, says Russ Kinnel.
Stepping back to see the forest for the trees.
Not everyone thinks cash is trash.
Morningstar's Russ Kinnel says investors need to stick to their plan to keep from buying and selling at the wrong time.
Morningstar's Russ Kinnel thinks massive inflows may be triggering the apparent increase in customer complaints.
Russ Kinnel wraps up the Morningstar Investment Conference with insight from BlackRock, Franklin Templeton, and PIMCO.
High valuations are leaving many value managers looking elsewhere for investment ideas, says Morningstar's Russ Kinnel.
Things that make you say 'meh.'
These medalist funds aren't afraid to hold cash if they can't find stock market values.
Goldilocks knows there are problems with being too hot or too cold.
The star rating tells you where the fund has been; the Analyst Rating tells you where we think it's headed, says Morningstar's Russ Kinnel.
Problems in the fundamental building blocks of these funds mean we expect them to underperform over time.
These mutual funds lost the least in the bear market.
Risk, schmisk: These mild-mannered funds have exhibited minuscule drawdowns over the past 10 years.
Morningstar's Russ Kinnel says now may be a good time to consider some highly rated actively managed funds that are again available to new investors.
Our Gold-rated large-blend funds range from focused to super diversified passive funds.
Youngish manager retirement announcements make waves.
Morningstar's Russ Kinnel looks back at the performance of some of our favorite large-cap blend funds.
With 'clean shares,' mutual funds are removing some distribution fees. But is it too little, too late?
Are you better off with a high-cost fund with great past returns, or a low-cost fund with poor past returns?
With U.S. markets hitting new highs, Morningstar's Russ Kinnel thinks investors would be well-served to look at these diversifying investments.
Some fund ideas for long-term investors.
Volatile performance among equity and bond funds, continued interest in passive investing, and personnel changes at T. Rowe Price headlined a busy year.
This one goes to 11.
Looking at performance since 2000 creates a better picture of which funds have delivered for investors.
We examine how our forward-looking Medalist ratings have performed since we began issuing them in 2011.
Morningstar's Russ Kinnel explores which funds rose and which fell after the market's first take on the impact of the Trump administration.
Some active and passive fees are out of step with the times.
Morningstar's Russ Kinnel looks at which funds have thrived and which have struggled through two market cycles, and what lessons investors can glean.
Some managers have boosted their investment in their funds. I name names.
Morningstar's Russ Kinnel discusses the risk/reward tradeoffs of some newer funds under coverage, with ratings spanning from Silver to Negative.
Just about every load fund company is now available in No Transaction Fee supermarkets.
Fidelity Extended Market Index received an upgrade, while Touchstone Sands Capital Institutional Growth and Fairholme Fund were downgraded.
Checking in on our favorite small-growth funds, three of which are closed.
Redemptions among active equity funds coupled with a multiyear stock market rally could lead to sizable distributions this year, says Morningstar's Russ Kinnel.
It's just like "The Firm," only without the evil or Tom Cruise.
Russ Kinnel highlights the importance of manager ownership and features three funds where the skippers are eating their own cooking.
Out of a universe of nearly 8,000 mutual funds, only these 45 passed Russ Kinnel's strict screen for fantastic funds.
Rayliant CIO Jason Hsu says investors should tune out the noise of short-term performance and focus on being more contrarian.
As more load shops join no-transaction fee platforms, Russ Kinnel thinks investors should take a look at some attractive funds that are now available without their usual sales charges.
High equity prices mean you might want to get conservative.
Even after the recent runup, long-term investors may still want to consider a small-value fund, says Russ Kinnel.
There are plenty of funds to like in our new allocation 50% to 70% equity Morningstar Category.