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.
Morningstar Launches 27 Indexes to Meet ESG Investing Appetite
The indexes include global and local companies based on their ethical performance and other measures tied to sustainability, the research firm says.
Schwab Throws Down Low-Cost Gauntlet on Target-Date Funds
The ETF-based funds will cost retirement plan investors only 8 basis points, which could prompt other fund giants to cut fees even further.