Three former winners vie to add to their trophy case.
Five candidates stand out from their counterparts.
Some fund ideas for long-term investors.
Over the last year, we found that bond funds were less sensitive to rates than their reported durations would suggest.
Most categories managed to climb a wall of worry as emerging markets and energy revived.
In a year of unexpected events, U.S. stocks rose again with small caps outperforming for the first time since 2013.
Some of the luster has dulled from the once-booming liquid alts category.
2016 was anything but a quiet year for bond-fund investors.
Winning funds often look more like Jay Cutler than Tom Brady.
There are no absolutes when it comes to value versus growth.
This one goes to 11.
The data don't support that severe a conclusion.
These funds offer thoughtful investments in healthcare, not tactical plays.
Looking at performance since 2000 creates a better picture of which funds have delivered for investors.
The firm must pay fines and beef up pricing and disclosure procedures.
No industry standard exists, which can lead to different valuations across fund companies.
A recent Morningstar study shows most funds tread lightly in private-firm investments.
A closer look at one of the fastest-growing ETF providers.
Global study finds women have better odds of winning management roles in growing parts of the industry.
New Morningstar study finds U.S. rate of women fund managers trails global standard and hasn't improved since 2008.
We found the star rating was moderately predictive of future returns.
Some active and passive fees are out of step with the times.
Active U.S. equity funds seldom beat a comparable index fund after taxes.
Some alternative and traditional equity ideas.
Three ways investors can use the alternatives style box as part of their regular due diligence.
Balanced funds come in all shapes and sizes.
Some managers have boosted their investment in their funds. I name names.
Duration can provide guidance, but not certainty.
By incorporating ETFs into our Analyst Rating framework, we are leveling the field to help investors pick the best funds from an ever-expanding list of choices.
The bond market doesn't respond the same way to every Federal Reserve decision to raise interest rates.
2 former Gold-rated plans slip, the list of Negative-rated plans grows.
Thirty-three plans are Morningstar Medalists, and three receive Negative ratings.
The dust is settling after a year of change.
Introducing the Morningstar Style Box for alternative funds.
Average debt/capital ratios have blown past precrisis levels.
A primer on one of the oldest alternative strategies.
Just about every load fund company is now available in No Transaction Fee supermarkets.
More investors now have access to this strong active shop.
Despite disappointing results, there's still an argument for these distinctive funds.
Checking in on our favorite small-growth funds, three of which are closed.
There are more options than ever for socially conscious fund investors.
The third quarter in bond funds.
It's been mostly more of the same for international-stock funds so far in 2016.
Why would an investor buy a bond with a negative yield?
It's just like "The Firm," only without the evil or Tom Cruise.
A simple blended index can protect you better.
The problems at Marketfield aren't a microcosm of the liquid alts industry at large.
Out of a universe of nearly 8,000 mutual funds, only these 45 passed Russ Kinnel's strict screen for fantastic funds.
Newly rated Hartford World Bond stands a good chance.
The list features some under-the-radar offerings, ESG funds, and more.