Why Some Shares of This Bond Fund Are Now Rated Gold Upgrading American Funds Bond Fund of America and other November ratings highlights. Tony Thorn Dec 7, 2023
Why We Upgraded These Fidelity Retirement Funds Plus, other Morningstar Medalist Rating activity highlights from October. Dan Culloton Nov 3, 2023
Why Vanguard High Dividend Yield Index Earned an Upgrade to Gold Also, JPMorgan Government Bond earns a People rating upgrade and two Virtus funds receive People rating downgrades. Spencer Brown Oct 6, 2023
The Link Between Flows and Fund Ratings Flows sometimes follow Morningstar’s upgrades and downgrades. Russel Kinnel and Tony Thorn Sep 25, 2023
3 Biggest Mutual Fund Downgrades of 2023 We took these well-known funds down a notch or two. Russel Kinnel Sep 13, 2023
The 5 Biggest Mutual Fund Rating Upgrades of 2023 These funds’ fundamentals are on the rise. Russel Kinnel Aug 15, 2023
2 Top-Rated 529 Plans These two high-quality 529 plans can help you invest for future education. Hyunmin Kim May 22, 2023
Why We Upgraded T. Rowe Price Dividend Growth to Gold Also, Dodge & Cox Emerging Markets Stock comes under full coverage and other April ratings highlights. Sachin Nagarajan May 5, 2023
Now Available: Morningstar Medalist Rating How the Morningstar Medalist Rating will simplify strategy search, selection, and workflow monitoring on a broad universe of investments. Lee Davidson May 1, 2023
My Top 10 Holdings Russ Kinnel discusses the Morningstar Medalist funds he owns. Russel Kinnel Feb 13, 2023
How Well Have Morningstar Ratings Sorted Global Funds? A look at how the Morningstar Rating for funds, the Morningstar Analyst Rating, and the Morningstar Quantitative Rating for funds have predicted performance. Jeffrey Ptak, CFA Jan 27, 2023
4 of the Best Bond Investors These active managers have been consistently successful in the fixed-income market. Brian Moriarty Jan 23, 2023
This Globe-Trotting SMID-Cap Fund Earns an Upgrade to Gold A dive into this rating change and other December highlights. Stephen Margaria Jan 6, 2023
Two American Funds Strategies Get Upgrades Here are some ratings highlights from July. Tony Thorn Aug 5, 2022
26 Stock and Fund Picks Based on New Expert 2022 Forecasts Here are Morningstar’s best ideas for taking advantage of the updated market forecasts from asset managers. Susan Dziubinski Jul 26, 2022
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
Rating Morningstar’s Fund Ratings Morningstar’s fund ratings have been effective in sorting funds based on future performance, though opportunities for improvement remain. Jeffrey Ptak, CFA Jul 6, 2022
Why Investors Should Skip Invesco QQQ The constitution of the index that QQQ tracks lacks a sensible investment rationale, says Morningstar’s analyst. Ryan Jackson, CFA May 31, 2022
The Best Core Stock Funds for 2022 These large-company-focused mutual funds and ETFs blend growth stocks and value stocks and earn Morningstar Analyst Ratings of Gold. Susan Dziubinski Apr 12, 2022