Amid turmoil around the world, this may be a good time to consider defensive funds to stay invested and dial down the risk, says Morningstar's Russ Kinnel.
Four very different approaches to equity-heavy allocation are on display.
It's a descriptor, not a predictor.
With a meaningful link between investor returns and stewardship, Morningstar's Russ Kinnel looks at four funds with long-term thinking, experienced leadership, and low costs.
The search for safe assets after the U.K. vote is an extension of a theme seen throughout 2016, says Morningstar’s Russ Kinnel.
These are the big, fundamental areas that have proved vital to a fund’s long-term success.
FundInvestor editor Russ Kinnel looks at winners and losers amid Friday's Brexit turmoil.
These funds might have been below your radar, but they didn't escape ours.
Russ Kinnel shares his Morningstar Investment Conference take-aways including not losing sight of quality when bargain-hunting, being skeptical of hot stocks, and finding value in TIPS.
What factors lead to better investment timing?
Hasenstab keynote takeaway: The most beaten-up asset classes are often where the best opportunities are.
Be sure you set a plan and don't let emotions steer you off course, says Morningstar's Russ Kinnel.
Getting ready for the big show.
Whether active and passive, a category’s cheapest funds have dramatically better odds of surviving and outperforming, says Morningstar’s Russ Kinnel.
I look back at funds we upgraded to see how they performed.
Fund fees have remarkable predictive power, and investors can put them to their advantage.
Morningstar's annual investor returns study shows that investors have used funds more effectively over the last decade than during other periods, but there are some caveats, says Russ Kinnel.
There are some downsides when a manager leaves, but it's not always a reason to hit the 'sell' button, says Morningstar's Russ Kinnel.
Outflows across a complex can be damaging to fund parent companies.
New research shows how investors can dramatically improve their outcomes by buying cheaper funds.
Outflows add to the challenges facing active stock fund managers.
These categories have come back to life this year and provide another lesson on the importance of portfolio diversification, says Morningstar's Russ Kinnel.
Becker Value comanager Marian Kessler discusses the fund's sell discipline, as well as her outlook for top holdings JP Morgan, Pfizer, and ExxonMobil.
Some skilled managers just hit their 10-year anniversaries.
The flow of assets to passive strategies is leaving some active funds saddled with sizable potential capital gains, style shifts, and the possibility of closure, says Morningstar's Russ Kinnel.
These five funds are solid defensive plays.
Hint: Tax efficiency is not the right goal.
Commodities funds, understandably, have been hit hard by the downturn, but so have funds in the emerging-markets, high-yield, bank-loan, and value-oriented categories, says Morningstar's Russ Kinnel.
Take a look at the buys and sells of some top funds across the Morningstar Style Box.
Picks in three categories for the contrarian investor.
Defensive-minded funds holding cash, gold, and high-quality companies have tended to outperform peers so far this year, says Morningstar's Russ Kinnel.
There are more safeguards than you think.
A look at which funds took it on the chin and which remained unscathed.
Three U.S. large-cap categories as well as U.S. small value saw the biggest outflows last year and could add a contrarian flavor to investors' portfolios, says Morningstar's Russ Kinnel.
Investors should be aware of the general risks of buying bond funds that own non-rated, smaller issues, and the specific risks that the energy sector brings to high-yield funds today.
Energy-related sector funds aren't the only ones taking a hit.
Too much of a good thing.
What I own and why.
Active large-growth funds have struggled to outperform their benchmark recently, but these medalists have delivered, says Morningstar's Russ Kinnel.
Looking at some under-the-radar fund ratings.
Some defensive-minded funds have thrived, while others have outperformed by playing offense or pulling back on some hard-hit areas of the market, says Morningstar's Russ Kinnel.
Evaluating manager changes at funds from T. Rowe Price, Vanguard, and more.
It already settled with one firm in a recent sweep examining sub-transfer-agency fees, but there may be others.
Funds with big industrial and energy stakes that may be on Warren's wavelength.
Dividend-growth and low-volatility strategies should continue to perform well for investors, while currency-hedged and risk-parity funds may be better in theory than they are in practice, says Morningstar's Russ Kinnel.
It's a plan loaded with good long-term options.
These Morningstar Medalists are among our favorites.
Delafield, Lateef, and Mairs & Power Growth have all suffered recently due to their heavy stakes in beaten-down sectors, but they could spell opportunity for patient investors, says Morningstar's Russ Kinnel.
Performance has been all over the map in 2015.