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.
We see the partial closing of the $30 billion fund as welcome news.
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.