Fidelity emerges as a clear winner in our checkup on health savings accounts.
Investors remained cautiously optimistic despite looming threats and rocky markets.
Gold-rated American Funds International Growth and Income's dividend focus has blunted volatility over time.
Cracks in the underlying bank-loan market are spawning worry over this market.
With big data comes big questions.
Value-conscious AMG Yacktman has a lot of dry powder. Here's why.
Tread carefully at year-end when investing for a taxable account.
Picking your spots and focusing on costs can improve your odds of partnering with winning managers.
Downgrades would outnumber upgrades with costlier share classes likelier to take a hit.
Long duration is the "Sharpe" choice for aggressively positioned portfolios.
It's difficult to avoid index overlap entirely.
Succession risk and high fees limit Baron Growth's Morningstar Analyst Rating to Bronze.
Low-volatility funds are easy to use well.
Four great funds for small-cap exposure.
Longtime management, deep resources, and a slim fee characterize Silver-rated Fidelity Investment Grade Bond.
These three funds are being bold with their securitized exposure.
Think in terms of continuity rather than conflict.
Recent blunders have eroded American Century Value's previously strong long-term record and altered its risk profile.
Don't settle for reassurances. Ask active fund managers to explain how they'll deliver the value they purport to add after fees.
Funds from Fidelity and Dodge & Cox are on the rise.
We assess the factors that can cause bad timing and measure what bad timing can cost investors.
A few fixed-income strategies of interest from the June 2019 Morningstar Prospects report.
Adept management and low costs have made this Gold-rated fund a standout.
Evaluating the prospects of Vanguard Dividend Growth and three other recently reopened funds.
Tax law changes could create new opportunities for muni investors.
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.