Morningstar’s March Winners and Losers
Funds with Medalist ratings account for about 9% of funds sold in the U.S. and some 60% of assets under management.
16 Best Fund Managers of 2016: Morningstar
The list includes big firms (like Vanguard) and some smaller names (such as Parnassus) in four categories.
Equity Funds Rule in 2016: Morningstar
Despite some bumps during the year, stock pickers proved their worth, according to one analyst.
When It Comes to Active vs. Passive Funds, Fees Matter: Morningstar
The research group tackles the active vs. passive management debate by zooming in on the role of fund fees.
Passive Beats Active in ’15: Report
The results of S&P Dow Jones Indices' latest study on fund performance may surprise investors and advisors.
Target Date Funds Post First Yearly Loss Since 2008: Report
The average TDF gained 3% in Q4, but it wasn't enough to offset a loss for 2015, according to Callan Associates.
Mutual Fund Performance in Q2 Barely in the Black: Lipper
Global stocks beat U.S. equities in the second quarter; mixed-asset funds head into the red.
The Great Mutual Fund Comeback
The six major fund categories have returned an eye-popping 21% a year on average since March 9, 2009, when the markets hit 12-year lows.
Equity Fund Returns Up (Again) in Q2: Lipper
Despite strong results in overseas markets, investors continue to favor domestic funds, research finds.