Fund Ratings

More on Fund Ratings

Why Some Shares of This Bond Fund Are Now Rated Gold

Upgrading American Funds Bond Fund of America and other November ratings highlights.

Why We Upgraded These Fidelity Retirement Funds

Plus, other Morningstar Medalist Rating activity highlights from October.

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.

The Link Between Flows and Fund Ratings

Flows sometimes follow Morningstar’s upgrades and downgrades.

3 Biggest Mutual Fund Downgrades of 2023

We took these well-known funds down a notch or two.

The 5 Biggest Mutual Fund Rating Upgrades of 2023

These funds’ fundamentals are on the rise.

2 Top-Rated 529 Plans

These two high-quality 529 plans can help you invest for future education.

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.

Now Available: Morningstar Medalist Rating

How the Morningstar Medalist Rating will simplify strategy search, selection, and workflow monitoring on a broad universe of investments.

My Top 10 Holdings

Russ Kinnel discusses the Morningstar Medalist funds he owns.

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.

4 of the Best Bond Investors

These active managers have been consistently successful in the fixed-income market.

This Globe-Trotting SMID-Cap Fund Earns an Upgrade to Gold

A dive into this rating change and other December highlights.

Two American Funds Strategies Get Upgrades

Here are some ratings highlights from July.

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.

Why We Upgraded Funds From Vanguard and Fidelity

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

Rating Morningstar’s Fund Ratings

Morningstar’s fund ratings have been effective in sorting funds based on future performance, though opportunities for improvement remain.

Why Investors Should Skip Invesco QQQ

The constitution of the index that QQQ tracks lacks a sensible investment rationale, says Morningstar’s analyst.

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.

The Best S&P 500 Funds

The tip of the indexing pyramid.

Sponsor Center