Passive, Active, ... Whatever
Low costs drive superior stock-fund results, not indexing.
Mutual Funds
Featured
The Lowdown on Mutual Fund Capital Gains 2019 Edition
Many funds are planning big payouts, but massive distributions are less common than they were a year ago.
Introducing the Enhanced Morningstar Analyst Rating for Funds
We share the changes and provide a helpful example.
Fund Investing
How to Choose a Target-Date Fund
Expenses and glide path are just two factors that investors should consider.
Where Are They Now? Funds That Got Dumped in 2008
Get caught up on that fund you hated.
These 5 Funds Were Upgraded in October
Five upgrades, seven downgrades, and four new ratings highlight Morningstar Analyst Rating activity.
A Survey of Vanguard's Dividend Funds
Dividend-seeking investors can find excellent, low-cost funds--both active and passive--at Vanguard.
Excellent Closed Funds for Your Watchlist
Warning: These funds are currently closed to new investors.
Despite Experience, Solid Process, a Downgrade for This Large-Growth Fund
Succession questions have led us to downgrade LKCM Equity's rating to Neutral.