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.
The asset-management pressure cooker
Asset managers need to rethink how they're going to continue being profitable while cutting fees.
Who’s Up, Who’s Down in Latest Morningstar Ratings
Morningstar analysts have taken a fresh look at nearly 100 funds, giving just one an upgrade.
4 Alternative Funds Win Medalist Rating: Morningstar
The research firm says these Bronze funds have “specialized expertise” guiding their powerful strategies.
‘Unloved’ Funds Investors Should Buy: Morningstar
Morningstar shares its list of three “unloved categories” that investors should buy and three categories they should avoid.
4 Top Active Fund Managers of 2016: Morningstar
The research group names leaders in equity, international, fixed income and asset allocation based on performance and consistency.
16 Best Fund Managers of 2016: Morningstar
The list includes big firms (like Vanguard) and some smaller names (such as Parnassus) in four categories.
Morningstar Adds 2 to C-Suite
Tricia Rothschild is now chief product officer; Danny Dunn has joined from IBM to be the firm's first chief revenue officer.
Equity Funds Rule in 2016: Morningstar
Despite some bumps during the year, stock pickers proved their worth, according to one analyst.
Energy Stocks: Still Room to Run?
One asset manager shares his views on price volatility in oil and why that means opportunity for investors.