Manager Question of the Month: What’s the Biggest Risk Factor?
Valuations and the effect of loose monetary policy on asset prices and capital allocation are top of mind for some equity managers.
Mutual Funds
Learn about mutual fund investing, and browse Morningstar’s latest research on funds. Find your next great investment and explore picks from our analysts.
Featured
A Quick Survey of Investment Vehicles
From ETFs to CITs, investors have an array of choices. How do they stack up with mutual funds?
U.S. Fund Flow Records Fell in 2020
ETFs sizzled, open-end funds fizzled, and bond funds kept on rolling.
Which U.S. Equity Funds Beat Their Benchmarks by the Widest Margin?
Our screens reveal a select list of equity funds that have achieved long-term excess returns.
Morningstar's Guide to Target-Date Investing
Learn how these investments work, what to look for when choosing one, and which ones earn our highest ratings.
Research
Education
- How to Read a Fund Analyst Report
- 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