Funds for the cautious investor.
These outperformers in 2014 warrant a wait-and-see attitude.
Strong dollar obscures decent returns.
Five considerations when globalizing a portfolio.
Positioning within the high-yield energy sector will differentiate managers in 2015.
We highlight three that were Oscar-worthy--for reasons both heroic and scary.
A team-oriented approach has helped create a stable and successful firm at the home to the country's oldest open-end mutual fund.
Most investors can find a good match for their portfolios among these Gold-rated funds.
Going against the grain of flows can be a profitable strategy.
Health-care and dollar hedges helped funds to standout returns in 2014.
These alternatives managers did more with less.
A dynamic market in 2014 gave allocation managers plenty of opportunities to stumble or soar.
There were many surprises in 2014's bond markets, but a few managers got it right.
A tough year for foreign markets and currencies yields a compact field.
Five candidates who did more than ride the market's currents.
2014 was full of surprises.
Russia's troubles highlight emerging-markets bond fund risk.
A tumultuous conclusion to a challenging 2014.
Departures of investment staff are worth watching, though.
It was a great year for Primecap and a bad one for Fairholme.
It's not that hard if you know where to look.
Gain some control over an often powerful force.
These Morningstar Medalists are easy to read.
Two funds whose regional leanings expose them to developing-markets downturns.
Look for good fundamentals, not hot streaks.
How increased merger activity shapes the risks and opportunities for this niche group of mutual funds.
These funds have shone in a year that's offered some surprises for bond-fund investors.
We are developing a pool of potential candidates.
The fund giant is moving in the right direction.
Target-date funds haven't been immune from the question of whether to replace or retain the strategy following Bill Gross' departure.
Convenience may come at a price.
These managers are potential contenders for this year's honor.
We review our top-rated funds in the intermediate-term bond category.
These managers see opportunity where others see conflict.
A look at tax benefits and other perks across states and 529 plans.
We assess the impact of Bill Gross' departure on a wide range of teams and strategies at PIMCO.
Twenty-nine plans earn medals from Morningstar analysts.
Putting new funds to the test.
Three funds that have seen big shifts in sector allocations in the past three years.
PIMCO All Asset manager Rob Arnott supports his partner firm.
Our analysis of one-week performance shows no ill liquidity effects from Bill Gross’ departure.
There's more than meets the eye to CalPERS' decision to jettison hedge funds.
Should investors flock to Janus now that Bill Gross has joined the firm?
For contrarians only.
We remain positive on the fund overall after the departure of Bill Gross, but some resulting outflow and management uncertainties bring our rating down.
Even without Gross PIMCO remains a leading global fixed-income manager with broad, deep resources, but investors should be aware of several key risks.
PIMCO's post-Gross announcements bring some relief.
PIMCO to name replacement by end of day.
This young fund comes from a company that is an old Morningstar favorite.
These funds' lackluster recent performance doesn't tell the whole story.