Tom Nations

More From Tom Nations

Morningstar Medalist Rating for Semiliquid Funds: A New Framework for a Converging Market

As public and private markets increasingly overlap, semiliquid funds are gaining a lot of attention as access points to private markets.

Laura Pavlenko Lutton Jun 10, 2025

3 Successful, Distinct Flavors of Model Portfolios

The model portfolios of Vanguard, BlackRock, and American Funds play to their respective strengths.

Tom Nations Nov 16, 2022

4 Charts to Improve Your Tax Management

Here are a few tax-management best practices for advisors and investors to consider.

Tom Nations Jun 17, 2022

American Funds Target Date Retirement Series

This is a stalwart target-date series.

Tom Nations Mar 14, 2022

Costs Weigh on the Nation’s Largest 529 Plan

Virginia’s CollegeAmerica 529 plan earns praise for its investment team and underlying processes, so why does it net a just Bronze rating?

Tom Nations Nov 10, 2021

Ratings Changes Highlight the Risks and Opportunities of Being Unconventional

Here are some highlights from October.

Tom Nations Nov 5, 2021

Capital Group's Fashionably Late Entry to the ETF Party

One of the world's largest asset managers makes a statement.

Tom Nations Aug 27, 2021

Manager Question of the Month: The China Conundrum

Stock fund managers consider the trade-offs of investing in China.

Tom Nations Mar 8, 2021

An Already Good International Fund Just Got Better

More managers and analysts have come aboard American Funds Europacific Growth, bolstering its already deep team.

Tom Nations Sep 8, 2020

International-Stock Funds Recoil in 2020

International equity markets cratered as the world grappled with the adverse health and economic impacts of the novel coronavirus.

Tom Nations Apr 6, 2020

International-Stock Funds Bounce Back in 2019

International equity markets rebounded off 2018’s lows to deliver robust returns.

Tom Nations Jan 7, 2020

Manager Rivalries in the Fund Industry

Some managers go toe-to-toe with former colleagues.

Tom Nations Oct 28, 2019

Third Quarter in U.S. Stock Funds--A Mixed Bag

Investors remained cautiously optimistic despite looming threats and rocky markets.

Tom Nations Sep 30, 2019

Poor Contrarian Picks Contribute to This Fund's Downgrade

Recent blunders have eroded American Century Value's previously strong long-term record and altered its risk profile.

Tom Nations Aug 21, 2019

Second Quarter in Non-U.S. Stock Funds: Uncertainty Abounds

Trade drama threatened to derail international stock funds following a strong first quarter.

Tom Nations Jul 2, 2019

This Contrarian Fund Is True to Its Name

Bronze-rated Columbia Contrarian Core buys companies trading with heightened pessimism that have catalysts in place to lift sentiment.

Tom Nations Feb 14, 2019

More About Tom Nations

Tom Nations, CFP, is the Director of Research & Content, Morningstar Data, Direct & Reporting.

Before assuming his current role in 2021, Nations was a manager research analyst covering equity strategies, then an associate director of multi-asset and alternative strategies for Morningstar Research Services, LLC, a wholly owned subsidiary of Morningstar Inc. Prior to that, he spent more than five years working for a Chicago-based investment and financial advisory firm, conducting mutual fund and asset-class research to help build and review tailored asset allocations for high-net-worth and ultra-high-net-worth individuals and families.

Nations holds a bachelor's degree in business economics from Miami University's Farmer School of Business. He also holds the Certified Financial Planner™ designation.