Very experienced leaders and a deep analyst bench allow this fund to continue its safety strategy in all market conditions.
This Fidelity fund manager doesn't let a huge portfolio asset base hold him back from delivering an admirable record of success.
Six funds with modest volatility and outstanding Morningstar Investor Returns.
The specifics surrounding a manager transition can impact our certainty of a fund's propensity to outperform in the future--and hence our Analyst Rating.
Some investors get caught leaning the wrong way, again.
These fund categories may be due for a rebound.
Sorting out which manager departures you should worry about.
Now could be a good time to get into these funds for the long haul, says Morningstar's Russ Kinnel.
A portfolio approach to measuring our Morningstar Medalist performance.
Caution and natural resources held these funds back in 2013.
David Marcus sees values in Germany, Britain, and even one in Russia.
Russel Kinnel looks at which funds in the Morningstar 500 produced a top-percentile performance during the past year and why.
Ideas for complementing a portfolio skewed toward one fund company.
These four will help you cover all the ground in equities.
FundInvestor editor Russ Kinnel presents two ideas for those who want direct emerging-markets exposure, and another two that have broader foreign strategies.
One downgrade and two upgrades in the wake of these funds' shifts at the top.
These funds moderate market extremes.
Investors in these funds stand a good chance of reaping more of what the funds earn.
The littlest funds sing the prettiest songs.
What's the long-term outlook for these big movers?
The moves are aimed at simplifying investing and lowering costs. These changes offer a win-win scenario for Vanguard investors.
You already know what happened to PIMCO Total Return.
Patience has paid handsomely.
Rather than bailing, consider dialing down risk.
These managers invest at least $1 million of their own money in their funds.
A sell-off makes munis worth a look.
We recently rated these Fidelity, DFA, RS, and Vanguard funds for the first time.
We update our ratings of funds in advance of manager changes, when we can.
We chatted with GMO's Ben Inker about where the markets are offering the best rewards and the biggest risks.
Our favorites can go from dogs to swans.
Fund manager changes are annoyingly persistent.
There's more than one way to skin a cat.
Some managers quickly invest more than $1 million in their funds, should you follow their lead?
We look for the best a category has to offer and leave the market calls to others.
We lowered the boom on five funds.
Analyst Ratings + Premium Fund Screener = good ideas.
How do Oakmark, Artisan, and Invesco funds shake out?
Manager investment levels track our Analyst Ratings.
See how the analyst ratings and star ratings for funds change over time.
There are many paths to a Neutral rating.
When deciding on a fund strategy, it doesn't have to be a strict either/or situation.
We've got upgrades, downgrades, and new ratings to share.
Get started with these great funds.
A massive sum entered funds in January. Is it the start of a trend or a one-time event?
Even muni bond funds have proved challenging for investors.
The weak European economy is allowing firms to unlock extra value via restructurings and spin-offs, but it's better to invest while firms are still cheap conglomerates, says Evermore's David Marcus.
We saw some big trend reversals in 2012's fund launches.
Will spring follow a harsh winter for these four?
Some funds had dramatic comebacks, while others remained cellar-dwellers.
To mark the one-year anniversary of the Morningstar Analyst Rating for Funds, we look at how they've done so far.