For most active investment managers, the goal is clear: to achieve consistently strong, long-term outperformance in any ...

At the end of what was arguably one of the best years for the stock market in more than a decade, investors in any of the 20 ...

A good place to start your search for top index exchange-traded funds and mutual funds is with the Morningstar Medalist Rating. Funds that earn our highest rating—Gold—are those that we think ...

The company’s sweeping expense ratio cuts for dozens of funds may pressure other asset managers to lower their costs too.

See the gallery for the 15 funds that created the most value over the past decade. All are large, well-established names, and ...

Here are seven of the best Charles Schwab mutual funds that currently hold a four- or five-star overall Morningstar rating: ...

He was co-author of the company's first book, Morningstar Guide to Mutual Funds: 5-Star Strategies for Success (Wiley, 2003), and was author of the book Fund Spy: Morningstar's Inside Secrets to ...

Consider the nearly 3,900 actively managed U.S. equity mutual funds and exchange-traded funds tracked by investment ...

Vanguard has announced “historic" reductions to the expense ratios for about 43% of its U.S.-based mutual fund and ETF share ...

Morningstar and Lipper are two of the most prominent names in the mutual fund world. These companies evaluate funds, highlight critical data, and award a simple, easy-to-compare rating to each of ...

While real estate mutual funds don’t lead in price appreciation or income generation among Morningstar fund categories, they provide an excellent balance of both over time. Currently ...