How Do Sectors, Growth & Value Perform in Bull Markets?
Morningstar analyst breaks down the performance results, revealing some surprising findings.
Fund Expenses Drop 7% in 2016; Vanguard Leads the Pack: Morningstar
The largest fund family had an asset-weighted average expense ratio of 0.11% last year, the research firm says.
Morningstar’s April Winners and Losers
The research group raises its evaluation of seven funds while dropping ratings on 10 others.
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.