Fund Ratings

The call is coming from inside your portfolio.

Plus, other Morningstar Medalist Rating highlights from September.

With growing investor interest in private assets and alternative investment strategies, Morningstar’s CEO discusses the firm’s new Medalist Rating for semiliquid funds.

Morningstar research highlights key attributes of successful fund families.

How the funds stacked up, and what set Pimco apart.

Plus, other Morningstar Medalist Rating highlights from August.

Investors need to be compensated for limited liquidity.

Asset managers focused on private markets and offering semiliquid funds require extra due diligence.

Here’s how we assess the human factor in private markets.

Hint: It’s mostly about liquidity.

A look at Morningstar Medalists from Vanguard, Fidelity, and others with cheap fees and strong performance.

Just a few screens are all you need to find winning funds.

Declining execution and risk management result in lower Process Pillar ratings.

Seasoned investors apply a consistent approach.

Patience often pays. At Primecap, it sometimes hurts as well.

These exchange-traded funds have the same strategy but different ratings.

Three bad bets with high risks.

Plus, other Morningstar Medalist Rating highlights from June.

Invest like Dwight Schrute instead.

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