Why We Highly Rate Vanguard Equity-Income
Low fees, solid complementary subadvisors make this fund a solid choice.
Fund Ratings
More on Fund Ratings
Why We Downgraded Oakmark International
Plus, other Morningstar Medalist Rating highlights from May.
Why We Upgraded Dodge & Cox Emerging Markets Stock
Plus, other Morningstar Medalist Rating highlights from April.
Introducing the Morningstar Medalist Rating Methodology for Semiliquid Funds
Interval funds can provide access to private investments and are due for diligence.
What’s in a Workplace Retirement Plan?
Our latest research includes analysis of the cost and quality of investments in defined-contribution plans.
Is Novo Nordisk Stock a Buy After its Collapse?
Novo Nordisk has shed more than 50% of its valuation since its peak in June 2024.
Funds With Recent People Pillar Downgrades
Changes to a fund’s team can have a negative effect.
Worried About a Market Selloff? These 10 Funds Reduce Portfolio Risk
A look at funds from Vanguard, Fidelity, and others that offer downside protection.
The Art of Losing Less in a Bear Market
These 12 funds can help you better manage the downside.
Why We Upgraded This Fidelity Equity Fund to Gold
Plus other Morningstar Medalist Rating highlights from February.
1-Star Funds That Are Worth Your While
Some funds may be able to rebound.
Why We Upgraded JPMorgan Income ETF
Skilled managers and analysts distinguish the team behind this active bond exchange-traded fund.
These 2 Fund Families Earned the Most Overall Ratings Upgrades in 2024
Team changes drove downgrades at T. Rowe Price.
The 10 Biggest Fund Downgrades of 2024
Deteriorating fundamentals led to lower ratings for these mutual funds.
The 10 Biggest Fund Upgrades of 2024
We saw fundamental improvement in these funds.
Why Did Morningstar Just Downgrade My Fund?
Lessons from the enhanced Morningstar Medalist Rating.
A Quality Research Group Supports Fidelity Balanced
This fund’s long-term track record tops most peers, but investors have had to stomach large drawdowns to capture those returns.
Why 15% of Funds Just Saw a Change to Their Rating
We’ve enhanced the Morningstar Medalist Rating, with many funds seeing downgrades as a result.
Why We’re Enhancing the Morningstar Medalist Rating
We expect around 20% of funds to see changes in their ratings, most of them downgrades.
These Funds Are Better Than Their Low Star Ratings
We like these funds even if the Morningstar Rating doesn’t.
United States