Excellent global funds work well in retirement and taxable accounts.
Ivy High Income's recent manager turnover and Templeton Developing Markets' long-deteriorating performance have led to downgrades, says Morningstar's Russ Kinnel.
The low-cost Vanguard Large Cap Value Index makes Gold, and TIAA-CREF Large-Cap Value earns a Bronze for outperformance. Meanwhile, a manager change knocks Calamos Market Neutral Income down a notch.
Morningstar's Russ Kinnel sheds light on the key differences between our two fund rating systems: the Fund Analyst Rating and the star rating.
Six funds we've known about for a while but that investors have missed.
I bought shares of a Silver-rated fund and a Gold-rated fund.
Though he's lightened his equity stake, stocks are still an overweight for Ramin Arani, manager of Bronze-rated moderate-allocation Fidelity Puritan Fund.
Manager changes spur more downgrades.
Index funds aren't the only vehicles suitable for taxable accounts, and Morningstar's Russ Kinnel offers three names that can help minimize the tax hit.
Investors concerned about putting money to work in a fully valued equity market might find comfort in these conservatively managed portfolios, says Morningstar's Russ Kinnel.
Keep an eye on these Medalist funds that have hefty weightings in energy and materials.
In all, we changed Morningstar Analyst Ratings on 15 funds in June.
These top mutual funds passed eight tough performance, fee, rating, and stewardship tests.
Fixed-income investors should consider playing defense because of potential credit problems or a spike in rates, but there's a risk of being too conservative, as well, says Morningstar's Russ Kinnel.
Search out funds with greater flexibility by looking for smaller Medalists.
This Gold-rated Fidelity fund is a little more aggressive than the typical core bond fund, but not as bold as PIMCO Total Return.
These portfolios have the ingredients to stand alongside the fund shop's most popular names.
Don't let your portfolio get barbecued by high fees!
I increased my returns with this one weird trick.
In Part One of a three-part series, Morningstar's Russ Kinnel details how last year's market rally led to a decline in expense ratios, allowing for cheaper funds.
Cram your tax-sheltered accounts full of Morningstar Medalists.
Sign of the times: Funds are struggling with huge asset bases.
This actively managed portfolio has a very low expense ratio, a well-rounded asset mix, and outstanding long-term performance.
Viewed in the context of its competitors, you can see why PIMCO Total Return is still an elite fund.
Lower expenses--a strong predictor of future performance--are another benefit for investors in these offerings.
Funds from Fidelity and Janus highlight the list of expense ratio hikes and cuts.
These medalists will help you sleep at night.
Compared with competing funds, this emerging-markets portfolio has lower costs, greater depth, and solid upside potential.
These smaller fund firms may be off your radar, but they're worth a closer look, says Morningstar's Russ Kinnel.
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.