How Advisors Really Use Morningstar Fund Ratings
A recent Wall Street Journal investigation found the ratings have a limited value, but most advisors already knew that.
Morningstar’s Good and Bad 529 Savings Plans in 2017
Morningstar has upgraded ratings for six 529 college savings plans and downgraded ratings for three.
Morningstar’s August Winners & Losers
Close to 50 mutual funds get new analyst ratings from the research firm, while 95 have their ratings affirmed.
Active Funds Are Performing Better — for Now
Morningstar's Active/Passive Barometer shows better performance by active funds this year but not long term.
Invesco in Talks to Buy Guggenheim ETFs: Reports
The deal could push Invesco PowerShares, now the fourth-largest ETF player, over the $160 billion asset mark.
Vanguard Proposes Fund-Advisor Changes
The proposals were sent to the SEC on the same day the firm announced that CIO Tim Buckley would become CEO in January.
Morningstar’s June Winners & Losers
More than 80 funds get new ratings, while one target date series is placed under review by the research firm.
What's Next for the DOL Fiduciary Rule?
A Morningstar regulatory specialist says changes to enforcement and even a delay in the full rollout date are possible.
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.