Discover how Morningstar's rating system works, its accuracy, and alternative approaches for mutual fund evaluation. Enhance ...

The best mutual funds will capitalize on new trends expected to emerge in the new year, all while offering low costs and solid management.

Learn about mutual funds. Discover how they work, including NAV, types (index, bond, target-date), pros and cons, and how to ...

Your portfolio might not be as diversified as you think. The US market has been dominated by a group of mega-cap tech stocks known as the Magnificent Seven. These giants have delivered strong returns, ...

Markets overcame worries about tariffs and an AI bubble, the researcher finds, while foreign equities performed well.

In Bonds, Benchmarks, and Index Funds, Morningstar director of manager research Alec Lucas lays out the case for active fixed-income funds. His team’s research shows how the makeup of the bond market ...

Advisors should avoid chasing actively-managed ETFs and mutual funds based on short-term outperformance, according to a new study from research firm Morningstar. The study, which examined roughly ...

Ask a beginner retail investor what they think best predicts whether a fund will outperform, and the answers tend to vary. Some point to the long-running dominance of U.S.-focused funds as evidence ...