These plans earn Morningstar’s highest rating.
With both stocks and bonds in the red this year, some 529 plans have posted disappointing returns.
Michigan Education Savings and Utah’s my529 remain at the top; Vanguard age-based plans get a Process downgrade.
A deeper look at how 529s have evolved.
When used correctly, these popular education savings plans can be tax-smart choices for college planning.
Get the facts about what plan assets can be used for, whether it's best to stick with your state's plan, and how plan assets can affect financial aid.
Capital Group and Fidelity round out the top three.
The lead equity manager is retiring. Here's what we expect from his replacement.
We answer your questions about 529 college savings plan investment choices, fees, impact on aid, and withdrawals.
The tax benefits of 529 education savings plans, though complicated, are worth knowing.
Looking for a way to tax-consciously invest for future educational expenses? A top-rated 529 plan could be an answer.
The fund recently underwent a change in leadership. Here's what we think of the changes so far.
These funds provide exposure to many timely investment themes, including sustainability, the U.S. infrastructure spending bill, and inflation protection.
Here are some highlights from August.
Three managers to keep an eye on.
A closer look at some recent initiatives.
A volatile end to 2018 resulted in an overly conservative positioning going into 2019.
Gold-rated Vanguard Tax-Managed Balanced Fund boasts low fees, seasoned manager, and tax efficiency.
PIMCO StocksPLUS Small takes an unusual approach.
These former Morningstar Medalists have all been downgraded due to significant manager changes.
The long-tenured manager of this Gold-rated fund's bond sleeve is retiring in June. Should investors be concerned?
We've downgraded Berwyn Income's Morningstar Analyst Rating to Neutral as new managers with no public record running multi-asset strategies take the helm.
Bronze-rated Berwyn Income practices a flexible value-oriented conservative-allocation strategy.
Gold-rated Vanguard Tax-Managed Balanced is an attractive option for the cost- and tax-conscious investor.
Silver-rated Gateway has successfully employed an options strategy that has generated long-term steady performance.
Bronze-rated PIMCO StocksPlus Absolute Return taps into the firm's bond-investing resources and derivatives-trading capabilities in an effort to generate S&P 500-beating results.
Both Bronze-rated and reasonably priced, Merger Fund and Arbitrage Fund have relatively long track records and experienced managers.
We give an in-depth look at our annual fund fee study.
Bronze-rated Schwab Hedged Equity has been a top-quartile risk-adjusted performer, but it hasn't yet faced a sustained downturn.
StocksPLUS and StocksPLUS Absolute Return provide exposure to the S&P 500 while also seeking to outperform the index by investing in bonds.
These all-weather funds can provide diversification benefits in a market downturn.
The equity rally has been tough on these funds, and investors should understand the processes when selecting a long-short strategy.
Bucking the trend observed in other asset classes.
Our analysts share three of their top emerging-markets stock funds on the heels of a strong year for the category.
After a couple of rough years, 2017 is looking a little better for liquid alternatives.
Dreyfus Dynamic Total Return has competitive returns, a long track record, and below-average fees.
Silver-rated Oppenheimer Global fishes globally for growth ideas.
Bronze-rated Eaton Vance Diversified Currency tilts toward emerging markets, is diversified, and has relatively low fees.
Investors have been voting with their feet for low-cost funds, bringing down average fees again in 2016.
Despite AQR Market Neutral's short track record, investors should keep it on their radars.
WisdomTree's Jeremy Schwartz discusses emerging markets' performance drivers, valuations, and risks.
There are broader, cheaper options than this 2000-era world-stock ETF.
MSCI will answer this question with its June 14 announcement regarding changes to its indexes.
The translation effect can depress or inflate your international fund's return as currencies rise and fall.
But investors are not necessarily paying less.
A more tempered ride, in both downturns and in upturns.
Average fees paid by ETF investors have fallen over the last decade as low-cost options gain popularity and large flows create economies of scale.
Policy uncertainty in China, currency reversals, and continued domestic weakness in Japan and elsewhere weighed on global markets, but there were some bright spots, says Morningstar analyst Patty Oey.
These 'driver-less' funds may be going places you might not want to be.
Stay put, but make sure your fund does not have an outsized China exposure.