Are Risk Parity Funds Back on Track?
Allocations based on risk can help boost portfolio diversification, one expert shares.
Passive Beats Active in August Fund Flows: Morningstar
The research firm releases ETF data for the first time, saying the funds represent a growing portion of investors' net worth.
Morningstar Upgrades 13 Funds, Downgrades 2
The research group issued new ratings on four mutual funds in August.
3 Investments Retirees Should Avoid: Morningstar’s Benz
Morningstar's Christine Benz warns that some assets can add volatility, expenses and stress to retirement portfolios, with little upside.
Target-Date Funds Boost Assets but Underperform in Q2: Morningstar
The industry continues to lower expenses as passive management grows in popularity.
PIMCO Outflows Slow, Firm Hires ‘Distressed Credit’ Manager
The level of pain at the flagship Total Return fund is down, but a rival fund continues to shine.
Waddell & Reed Fires Fund Manager, Names New President
Two high-profile departures from the firm have caught Morningstar raters' attention.
PIMCO Total Return Outflows Top $64B: Morningstar
Another month, another period of declining assets for Bill Gross and the bond shop, according to the latest research.
13 Best & Worst 529 College Savings Plans of 2014: Morningstar
ThinkAdvisor whittled down Morningstar’s look at 84 college investment plans to see which ones do it right — and wrong.
Do Alternatives Really Boost Portfolio Performance?
Morningstar research shows ETF-managed portfolios emphasizing alternative investments are not strong performers.