Mahi Roy

More From Mahi Roy

Do You Need a 529 Savings Account? Yes, for Many Reasons

529 plans have benefits beyond college tuition, including K-12 expenses, estate planning, and Roth rollover.

Hyunmin Kim Jun 3, 2026

These 4 Small-Cap Value Funds Take Different Paths to Solid Long-Term Results

Here’s how they have performed since receiving their current Morningstar Medalist Ratings.

Mahi Roy Apr 9, 2026

US Sustainable Funds Registered a Third Consecutive Year of Outflows in 2025

But some clean energy funds saw growth amid a surge in AI-driven electricity demand.

Alyssa Stankiewicz Mar 24, 2026

Target-Date Funds Continue Their Rapid Rise

The retirement investing landscape keeps evolving as assets surge, fees fall, and collective investment trusts take the lead.

Mahi Roy Mar 11, 2026

You Probably Need a 529 Savings Account. Here’s Why

It’s not just for college tuition.

Hyunmin Kim Nov 7, 2025

The Modern 529 Plan

How it evolved and what you can do with it today.

Mahi Roy Jun 5, 2025

Amid Outflows, Fidelity and Vanguard a Bright Spot for US Sustainable Funds in Q1

Two iShares ETFs account for half the withdrawals.

Mahi Roy Apr 24, 2024

16 Water Stocks and Funds to Consider

Not all water funds are in the same boat. A quick guide to investing in water solutions.

Mahi Roy Mar 19, 2024

How Well Do Sustainable Funds Deliver on Their Goals?

Although most were in alignment, some of the largest ESG funds voted against ESG resolutions.

Alyssa Stankiewicz Feb 9, 2024

ESG Fund Returns Recover, but Still Trail Conventional Peers by a Small Margin

The tech stocks that helped ESG funds and the utilities that hurt them in 2023.

Mahi Roy Feb 5, 2024

5 ESG Funds That Rebounded in 2023

Vanguard, iShares, and Fidelity are among the year’s top sustainable fund performers.

Mahi Roy Dec 18, 2023

Wellington, Franklin Templeton Move Up in ESG Commitment Level

But most asset managers have room to improve, our analysis shows.

Mahi Roy Aug 30, 2023

What’s Inside Anti-ESG Funds?

These funds deliver on some expectations, surprise on others.

Mahi Roy Jun 7, 2023

The Anti-ESG Fad Might Be Over Before It Got Going

Fund flows peaked in third-quarter 2022. One fund filed to liquidate.

Alyssa Stankiewicz Jun 7, 2023

Shareholders Demand Accountability on Gender Equity. It’s Good Management.

Gender-related resolutions jumped 46% in the 2022 proxy season. Key themes were harassment and reproductive rights.

Mahi Roy Mar 2, 2023

Why We Upgraded Funds From Vanguard and Fidelity

Plus a look at downgrades and a fund that is new to coverage.

Mahi Roy Jul 11, 2022

Ratings Changes for March Reflect the Importance of Strong Lead Managers

Here are some ratings highlights from March.

Mahi Roy Apr 8, 2022

The Best Female Portfolio Managers to Invest With Now

These 27 managers have built impressive careers and their results speak for themselves.

Megan Pacholok Mar 4, 2022

Ratings Changes Highlight the Risks and Opportunities of Being Unconventional

Here are some highlights from October.

Tom Nations Nov 5, 2021

More About Mahi Roy

Mahi Roy is an analyst with the Multi-Asset and Alternatives team.

Before joining Morningstar in 2021, Roy worked as a statistical programmer for a healthcare research organization in Los Angeles. She holds a bachelor's degree in economics from Carleton College.