Benchmarks reveal the changing nature of the fixed-income market.
The value of fixed income depends on the vantage point.
New Morningstar research finds that the wider the moat, the less likely a dividend cut.
Recent volatility provides a reminder for investors to carefully consider their asset allocation.
Index managers are increasingly engaging with corporations on environmental-, social-, and governance-related issues.
U.S. equity markets in the first half of 2017 have seen something of a return to 2015 market conditions with growth and larger stocks outpacing value and small ones.
In both local-currency and U.S.-dollar terms, most global markets had a good start to the year.
Last year's returns were in many ways a mirror image of 2015, writes Morningstar Indexes' Dan Lefkovitz.
Using Morningstar's indexes as platforms, we explore the cyclicality of emerging-markets stock returns over the past decade.
We explore the market’s reaction to the election through the lens of Morningstar Indexes.
Using Morningstar's key dividend indexes as platforms, we explore valuation of high-yielding versus high-quality dividend-payers.
A study reveals that new funds often "sizzle then fizzle."
Fidelity's most famous fund is hoping to recapture lost glory.
Fidelity's stock and bond funds have reversed roles.
How do Fidelity's CEO and his fellow fund board trustees invest?
My track record picking funds and forecasting markets.
Is your portfolio primed for growth?
We dig into the shop's first-quarter firmwide ownership information.
The scoop on a resurgent region.
The three planks of Fidelity's investment culture.
A cautionary tale about the shareholders of Atlas Global Growth.
A contrarian guide to No Transaction Fee funds.
Should Fidelity investors sell or hold their closed funds?
The fund's long-suffering investors should give the new skipper a chance.
The contrarian case for an offering poised to soar.
We discuss an intriguing subplot of the Wachovia-Golden West merger.
What you can learn from manager ownership information at a key mutual fund shop.
Red-hot fund to shutter on Oct. 25.