Despite stiff competition, target-risk strategies continue to be compelling.
Explore what makes these funds unique.
These mutual funds and ETFs have generated the most value for shareholders in dollar terms.
Sentiment improved as equity markets rallied, but outflows persisted.
Dropping proverbial nickels and dimes adds up.
Allianz Global Investors’ fraud: The crime, the punishment, and the effects have lots to teach investors.
Some Vanguard, Fidelity, T. Rowe Price, and other mutual funds estimate big distributions despite big losses.
A look into their process.
Plus, a look at a downgrade and a fund new to coverage.
This top-rated bond fund has outperformed most others during the past decade. Here’s how.
A look at how the trends over the past 12 months have affected Fidelity, Vanguard, and more.
These above-average teams make up for weakness in other areas.
Valuations of parent company ByteDance don’t match market reality.
Michigan Education Savings and Utah’s my529 remain at the top; Vanguard age-based plans get a Process downgrade.
Putting money in ETFs with staggered maturities can preserve and even grow wealth in a rising interest-rate environment.
Across 14 key markets, what makes U.S. investors different?
Investors shouldn’t take inflation lying down.
A few screens will shrink the fund world down to a manageable number.
Here are some highlights from September.
These Above Average approaches can overcome Average investment teams.
Most fixed-income funds post third-consecutive period of losses in the third quarter.
Navigating retirement involves a host of problems. These funds present a range of solutions.
This top-rated ETF provides access to the global stock market in one low-cost package.
Taxable-bond and sector-equity funds bounce back.
Fund companies have embraced ownership of ‘unicorn companies,’ with mixed results.
When it comes to trading smaller stocks, these funds are in a tight spot.
Invesco Global Opportunities took a big hit when its Nektar stock lost that sweet taste.
American Funds Inflation Linked Bond's macro strategy courts higher volatility than other inflation bond offerings.
If successful, performance-chasing could be the hot new trend in 401(k) lineups.
This aggressive mortgage fund’s losses can teach investors about the role of bonds in a portfolio.
The streaming giant’s poor performance this year stirred trading activity.
The new Morningstar Yield data point shows that equity exchange-traded funds tend to be a promising option.
With a low-cost portfolio of large company stocks, Vanguard S&P 500 ETF is a top choice for investors.
As more asset managers get into the active ETF game, here's a deeper dive into some of the traditional active equity players and their differences.
This multisector bond fund run by veteran managers is resilient, says Morningstar's analyst.
Yes, almost everything is down this year, but diversification is still your friend.
This fund's low costs and broad scope should help it outperform over the long term, says Morningstar's analyst.
A case study using Vanguard's tax-efficient model portfolios.
The fund is having a tougher year than its peers. Here's what Morningstar's analyst thinks.
Rising yields have increased their return, but investors should pay heed to their potential pitfalls, too.
Market shocks don’t necessarily translate into superior outcomes for these investments.
We have increased confidence in the fund's manager and resources, says Morningstar's analyst.
Our analysts added these promising mutual funds to the Morningstar Prospects list.
Low-cost Vanguard Growth ETF focuses on the largest and highest-growth companies in the United States.
Change is afoot at this large growth fund. Here's what Morningstar's analyst has to say about it.
Morningstar’s fund ratings have been effective in sorting funds based on future performance, though opportunities for improvement remain.
Filled with large-cap value stocks and run by adept managers, this fund earns our top rating.
Value-focused and China-heavy funds fared best amid the global selloff.
Deep-value funds showed some resilience, while aggressive-growth offerings crashed.
All major Morningstar fixed-income fund categories are on pace to lose money for another quarter.