Making the Franklin Mega-Merger Work for Fund Investors
Let's make a fund deal.
Mutual Funds
Featured
4 Mutual Fund Ideas for IRAs
Russ Kinnel offers a range of suggestions for those looking for a new holding.
3 Newly Rated Standouts
These diverse funds have earned their first Morningstar Analyst Ratings.
3 ESG Fixed-Income Funds to Keep an Eye On
Here are some interesting strategies from the latest Morningstar Prospects report.
Fund Investing
Stock-Picking Is Still Oakmark's Strength
Longtime successful managers Bill Nygren and David Herro anchor this firm's stellar lineup of funds.
An Upgrade for This Fine Real Estate Fund From Vanguard
Because our new ratings framework places an even greater emphasis on fees, Vanguard Real Estate Index now earns a Gold rating.
4 Funds With High People Ratings
Russ Kinnel discusses the importance of the People Pillar in assessing a Morningstar Analyst Rating and a few funds that are exceptional in this area.
Education
- Introducing the Enhanced Morningstar Analyst Rating for Funds
- Morningstar Rating for Funds
- How the Analyst Ratings Could Change Under the New Approach to Assessing Funds
- Morningstar Analyst Rating for Funds Methodology
- Morningstar Rating for Funds Methodology
- Sustainable Rating Methodology
- Investing Classroom