Gold-rated Primecap Odyssey Stock is a compelling actively managed choice in the large-cap space.
One challenge largely met, the other not so much.
Here are some quality funds for income-seeking investors.
Gold-rated Oakmark Fund stands apart in a Morningstar Category cluttered with bland strategies.
These funds are Morningstar Medalists despite their relatively high expenses.
These strategies may be under your radar.
Bull markets, heavy inflows, and aggressive strategies can make for a risky mix.
Silver-rated T. Rowe Price Dividend Growth follows a time-tested approach.
What sets the great funds apart from the good?
The answer is--almost certainly not. But it never hurts to check.
Gold-rated Vanguard Tax-Managed Balanced Fund boasts low fees, seasoned manager, and tax efficiency.
Uncertainty--around actions by the Federal Reserve, trade tensions, and slower global economic growth--contributed to a tense second quarter in fixed-income markets.
We’re enhancing the Morningstar Analyst Rating and Morningstar Quantitative Rating to make them even more useful to investors.
Gold-rated Dodge & Cox Stock proves that low-cost active management can still add value.
Trade drama threatened to derail international stock funds following a strong first quarter.
After two volatile quarters, domestic stock funds took a breather.
Vanguard International Dividend Appreciation Index's portfolio of high-quality firms exhibiting strong dividend growth earns a Morningstar Analyst Rating of Bronze.
It's reasonable for investors to expect more changes.
Foreign equities are currently trading near their largest discounts to U.S. stocks seen over the past 15 years.
Why you should stick with these funds.
Despite a tough start, Silver-rated Dodge & Cox Global Bond has generated remarkable returns since inception.
The ratings have performed pretty well, but there are opportunities for improvement.
There's more to the world than domicile.
Silver-rated Fidelity Low-Priced Stock's exceptional manager and sprawling portfolio still deliver competitive returns.
The duration of a bond portfolio's underlying positions matters as much as their size.
Artisan Thematic is on our radar. Here's why.
The performance of liquid alternatives has shown some marginal improvement over the last three years.
Looking under the hood of high-yield bonds' recent performance.
Keeping it simple has been anything but stupid.
As most 529 plans make improvements, plans that stay stagnant are falling behind.
Putting recent results in context.
Silver-rated GQG Partners Emerging Markets Equity is managed by Rajiv Jain, who built a superb record at Vontobel.
These funds were downgraded following manager changes.
What we learned from Morningstar's recently released report on target-date funds.
At Silver-rated T. Rowe Price Equity Income, yield, valuation, quality of management, and company fundamentals all matter.
The fund loaded-up on private equity and debt, then had to convert into a closed-end fund amid a liquidity crunch.
The trophies go to managers and a firm that put investors first.
Mutual funds' most widely held private company will soon go public.
Making the most of limited space in your IRA.
We've split the old intermediate-term bond group into two new categories.
Investors saved an estimated $5.5 billion in fund fees in 2018.
Our annual look at funds with a Buffett-like taste in stocks.
This restructured fund is far more appealing than is readily apparent.
Russ Kinnel shares the performance results for his Fantastic 40 reports.
These asset managers treat investors well.
The long-tenured manager of this Gold-rated fund's bond sleeve is retiring in June. Should investors be concerned?
Four candidates stood out from their counterparts.
We recognize five of the very best in the industry.
Silver-rated Fidelity U.S. Bond Index's tilt toward high-credit-quality issuers provides good downside protection.
The Fed's dovish stance contributes to 2019's strong start.