Morningstar analysts explain what makes the award winners stand out.
This Gold-rated fund is a fine vehicle for new investors to gain access to the Primecap managers.
SEC guidance allows brokers to set commissions for selling shares cleansed of distribution charges and enables investors to better compare costs.
The fund’s exposure to high-yield bonds and small-value stocks helped push it to a 16.3% gain for the year after a disappointing 2015.
The managers of Metropolitan West Total Return Bond continue to steer the fund in a predictable fashion even as assets have soared since Bill Gross’ departure from PIMCO.
This Gold-rated fund's overweights in the energy and financials sectors have come roaring back this year.
The Gold-rated fund is experiencing withdrawals amid mediocre near-term performance, but it's still a formidable competitor.
The Gold-rated fund’s exposure to corporate bonds has gone from a headwind to a tailwind.
Investors routinely pour cash into recently launched funds. Is that a mistake?
This low-cost Gold-rated fund is a pure-play inflation hedge.
Here's what some of the biggest and best money managers are saying.
Here are a few questions worth asking yourself before selling a fund.
We’re maintaining our Gold rating on Michael Hasenstab's fund, which is among the boldest world-bond funds we cover.
A notable fee reduction in 2016 boosts this college-savings plan's already strong appeal.
This deep and experienced team's deft navigation of recent energy-sector troubles has boosted our confidence here.
F1 shares are now available at Fidelity and Schwab without a commission.
How will this affect investors?
Following dismal performance and billions in investor outflows over the past several years, this fund faces serious liquidity risks.
Silver-rated American Century Equity Income gets ahead by losing less.
As quality stocks have become expensive, this Silver-rated fund has leaned toward value.
Safety and stability are the hallmarks of this Bronze-rated fund.
A prudent process, experienced team, and rock-bottom fees earn Vanguard Tax-Managed Balanced a Morningstar Analyst Rating of Gold.
Instability in the management team and an overly voracious risk appetite result in a Negative Analyst Rating for this high-yield fund.
This Gold-rated fund is not a safe choice, but it's a strong one for the right kind of investor.
We see the partial closing of the $30 billion fund as welcome news.
This Silver-rated behemoth follows a typical growth strategy, but Will Danoff's execution is what sets this fund apart.
A new business leader shouldn't have any near-term effect on how the firm's funds are managed.
Steady performance in a variety of markets, low fees, and topnotch stewardship earn T. Rowe Price Real Estate a Gold Analyst Rating.
A manager change and organizational stress at GMO have led us to downgrade GMO Benchmark-Free Allocation from Silver to Bronze.
Gold-rated Vanguard Wellesley Income's management, proven strategy, and rock-bottom fees inspire confidence for the long term.
The popularity of strategic-beta strategies risks dooming these funds to underperformance.
Going beyond the 4% rule for retirement withdrawals.
But implementation remains client-specific.
Sound and varied approaches from three experienced managers with new funds who are worth watching.
Plus, Yacktman, Lynch, and Harriman share the importance of position sizing and insight on current holdings.
Portfolio managers from PIMCO, Diamond Hill, and Boston Partners show their differences in approach and emphasize sizing a short position to mitigate risk.
Brown Capital's Keith Lee, Artisan's Dan O'Keefe, and Invesco's Meggan Walsh discuss where they see value, and where they don't.
A trio of Morningstar analysts share their outlooks for and opportunities in the healthcare, consumer, and basic materials sectors.
Panelists at the 2016 Morningstar Investment Conference discuss how the DOL's fiduciary rule may change the financial-services industry.
Many right answers but different investor experiences along the way with a variety of stock/bond asset allocations.
At the Morningstar Investment Conference, panelists see a growing role for sustainability factors in some investors' process.
Panelists at the Morningstar Investment Conference discuss ways advisors can help women overcome income hurdles in retirement.
Three high-yield bond managers discuss the current state of the high-yield market and the role high yield should play in an investor's portfolio.
Bond market experts discussed their expectations of the Fed this year, risks inherent in the bond market today, and how investors can manage those risks going forward.
Three money managers share their favorite stocks, what they’ve purchased and sold recently, and what role macroeconomic issues play in their investment decisions.
Rob Arnott and Cliff Asness agree on many fronts, but they have different views on how carefully you should consider valuation when deciding to invest in a factor strategy.
Select emerging market bonds look like the most attractive bet today in the face of artificially low rates in the U.S.
Gold-rated AMG Yacktman fund is prepared for the changing of the guard.
Gold-rated Vanguard Dividend Appreciation Index has had strong results and a compelling risk profile over the last decade.
Morningstar’s sustainable investing initiative will have several important implications for the field of sustainable investing, writes Jon Hale.