Morningstar’s ‘Unloved’ Mutual Funds Flirt With Contrarians
Investing in the previous year's “unloved" funds is a “surprisingly resilient” strategy, says Morningstar’s Russell Kinnel.
Top 14 Fund Managers of 2015: Morningstar
Winners will be picked in five categories, with no one firm dominating the list of nominees.
Who Wins, Who Loses With New DOL Rule? $3 Trillion in Play
Morningstar's Stephen Ellis looks at the costs, benefits of DOL fiduciary rule, says $3 trillion in assets will be affected.
Morningstar Pessimistic on U.S. Growth in 2016 — Compared to Others
Analysts share where weakness lies and the factors inhibiting expansion in different economic sectors.
Bull Market Getting ‘Long in the Tooth’: Morningstar
Investors (and advisors) may want to look at "value plays," as earnings dip and the market shows signs of "late-cycle behavior."
Investors Pulled $35B Out of Active Funds Last Month: Morningstar
Some (but not all) PIMCO funds are losing investors at a fast clip, while Vanguard shines.
8 Funds Get New Morningstar Ratings
One fund is upgraded, while others get downgraded by analysts with the research group.
FinTech Sandbox Adds Morningstar as Data Provider
The news comes a few weeks after Morningstar said it was investing $10 million in a digital platform for female investors.
Morningstar to Buy Total Rebalance Expert
Advisors can use the software to help minimize taxes paid by clients, harvest losses and rebalance portfolios for individual accounts or households.
10 Funds Get New Morningstar Ratings
Several funds are upgraded, while others get downgraded by analysts with the research group.