Sign of the times: Funds are struggling with huge asset bases.
These direct-sold and advisor-sold plans exhibit strong menus of investment options, solid management, and reasonable fees.
This fund shop's focus on investors really stands out.
This eclectic group offers a wide variety of risk profiles.
Finding a balanced equity natural-resources fund can be challenging.
The same investment strategy, but a more-restrained business plan.
Funds from Fidelity and Janus highlight the list of expense ratio hikes and cuts.
A new Morningstar study suggests that investors often benefit when they seek out firms with strong stewardship characteristics.
The strongest managers have a lot on their plates.
Does a rough 2013 foretell future turbulence for risk-parity strategies?
Those buying bank-loan funds now may be trading one risk for another.
New study points to differences among top firms' stewardship practices and performance.
New Morningstar study of asset managers shows good stewards have produced better funds.
Still formidable, with areas for improvement and a few open questions.
The fund is not the only casualty, but it's one of the biggest.
Pushing against borders allows more freedom and choice but complicates selection and evaluation.
A closer look at our process.
These funds did well in 2013 but aren't poised to continue their streaks.
Some investors get caught leaning the wrong way, again.
Focus and low costs set Dimensional apart.
Funds that aren't chasing yield for yield's sake.
This retirement-plan heavyweight has a solid--but not industry-leading--culture.
Is now an opportune time to add exposure to these hard-hit asset classes?
These fund categories may be due for a rebound.
The tumult surrounding El-Erian's departure is unsettling, but PIMCO has a lot of firepower to aim at the problem.
They provide cushions in downturns but don't come for free.
A wide variety of options for investing according to your conscience.
This diverse firm has done well caring for fundholders' capital.
Caution and natural resources held these funds back in 2013.
A buoyant stock market lifted most target-date vessels in 2013.
The firm remains on solid footing after some unexpected manager and analyst departures.
The firm is sorting through its lineup as its business--and culture--evolve.
These nominees are topnotch.
These nominees handled a wide range of assets with notable skill.
A challenging landscape tested most bond funds in 2013, but a few managers stood out as worthy contenders for this year's top prize.
Familiar, highly deserving names.
A mix of growth and value candidates.
David Marcus sees values in Germany, Britain, and even one in Russia.
Russel Kinnel looks at which funds in the Morningstar 500 produced a top-percentile performance during the past year and why.
Have these funds lost their luster?
A nice showing for most shareholders in 2013, but problems weren't hard to find.
Questions to ask when deciding whether to invest in a fund.
Ideas for complementing a portfolio skewed toward one fund company.
Is it chasing equities' returns, or prudently avoiding bonds?
Introducing alternative beta, smart beta's not-too-distant cousin.
Gain some control over an often powerful force.
Our price/fair value ratio might suggest otherwise.
Recent changes at Dodge & Cox serve to underscore continuity of management at the firm.
It's not that hard if you know where to look.
A survey of this season's capital gains distribution estimates.