Eric Schultz

More From Eric Schultz

When Morningstar Downgrades a Fund, Investors Take Note

Our study shows that fund flows respond to Morningstar Medalist Rating changes.

Eric Schultz Jun 24, 2026

3 Small-Cap Funds Set for a Rebound

High-quality small-cap funds look relatively weak but retain long-term investment merit.

Eric Schultz Feb 24, 2026

4 Quality Small-Cap Funds for Long-Term Investors

Small-cap funds are down, but not out. Here’s why they retain long-term investment merit for patient investors.

Eric Schultz Dec 19, 2025

Errors of Omission in Mid-Cap Growth Funds

Stuck between a rock and a hard place, many mid-growth managers lagged recently. Here are a few funds worth keeping for the long haul.

Eric Schultz Oct 31, 2025

Is a Reversal of Fortune on the Horizon for Small Caps?

Maintaining exposure to high-quality stocks is harder than it might seem.

Eric Schultz Mar 5, 2024

Morningstar’s Best Books to Give and Get for 2023

Books that Morningstar Researchers are buying for themselves and others this year.

Janet Yang Rohr, CFA Dec 8, 2023

Crypto’s Crash Reinforces Old Lessons for Fund Investors

What we found when we looked at the damage cryptocurrencies’ catastrophic 2022 had on certain mutual funds we cover.

Eric Schultz Dec 16, 2022

Will Financial Services Funds Continue to Soar in 2022?

After a hot 2021, we unpack five funds' performance.

Eric Schultz Jan 24, 2022

The Year in U.S. Stock Funds

Value is back.

Eric Schultz Jan 3, 2022

U.S. Equity Funds: Third-Quarter Wrap-Up

Tech led the way, and value underperformed.

Eric Schultz Oct 1, 2021

What Do Fund Managers Really Think of Cryptocurrency?

Are they looking at it with open eyes or giving it the side eye?

Eric Schultz Aug 19, 2021

Push Into Crypto Triggers Downgrade for This Fund

Big changes diminish the appeal of Emerald Banking and Finance.

Eric Schultz Apr 22, 2021

The First Quarter in International Stock Funds

The recovery continues.

Eric Schultz Apr 7, 2021

2020 Year-End Wrap-Up: U.S. Equity Funds

U.S equity markets rebound off first-quarter lows.

Eric Schultz Jan 8, 2021

Eric Schultz is a manager research Senior Analyst for Morningstar. He covers equity strategies.

Before Joining Morningstar in 2019, Schultz was an associate at UBS in its wealth management division, conducting mutual fund research to help individuals, foundations, and corporations manage their investment goals.

Schultz holds a bachelor's degree in philosophy from Northwestern University. He also attended the Pembroke-King's Programme at the University of Cambridge and is a Level I candidate in the Chartered Financial Analyst® program.