The Link Between Flows and Fund Ratings Flows sometimes follow Morningstar’s upgrades and downgrades. Russel Kinnel and Tony Thorn Sep 25, 2023
2 Top-Rated 529 Plans These two high-quality 529 plans can help you invest for future education. Hyunmin Kim May 22, 2023
Why We Upgraded T. Rowe Price Dividend Growth to Gold Also, Dodge & Cox Emerging Markets Stock comes under full coverage and other April ratings highlights. Sachin Nagarajan May 5, 2023
How Well Have Morningstar Ratings Sorted Global Funds? A look at how the Morningstar Rating for funds, the Morningstar Analyst Rating, and the Morningstar Quantitative Rating for funds have predicted performance. Jeffrey Ptak, CFA Jan 27, 2023
This Globe-Trotting SMID-Cap Fund Earns an Upgrade to Gold A dive into this rating change and other December highlights. Stephen Margaria Jan 6, 2023
Two American Funds Strategies Get Upgrades Here are some ratings highlights from July. Tony Thorn Aug 5, 2022
26 Stock and Fund Picks Based on New Expert 2022 Forecasts Here are Morningstar’s best ideas for taking advantage of the updated market forecasts from asset managers. Susan Dziubinski Jul 26, 2022
Why We Upgraded Funds From Vanguard and Fidelity Plus a look at downgrades and a fund that is new to coverage. Mahi Roy Jul 11, 2022
Rating Morningstar’s Fund Ratings Morningstar’s fund ratings have been effective in sorting funds based on future performance, though opportunities for improvement remain. Jeffrey Ptak, CFA Jul 6, 2022
Why Investors Should Skip Invesco QQQ The constitution of the index that QQQ tracks lacks a sensible investment rationale, says Morningstar’s analyst. Ryan Jackson, CFA May 31, 2022
The Best Core Stock Funds for 2022 These large-company-focused mutual funds and ETFs blend growth stocks and value stocks and earn Morningstar Analyst Ratings of Gold. Susan Dziubinski Apr 12, 2022
Size Concerns Downgrade 2 Fidelity Fund Ratings Here are some ratings highlights from February. David Carey and Tony Thorn Mar 11, 2022
The Teams for These 2 Bond Funds Are No Longer Top of the Heap Here are some ratings highlights from January. Tony Thorn and Christopher Franz Feb 11, 2022
27 Stocks and Fund Picks Based on 2022 Experts' Forecasts Experts think international stocks are attractive. Here are some of Morningstar's best ideas for non-U.S. equity exposure. Susan Dziubinski Jan 18, 2022
BlackRock Wins One, Loses Another Morningstar issued 204 Analyst Ratings during December. Saraja Samant Jan 10, 2022
Ratings Upgrades and Downgrades Underscore the Importance of Team Stability Here are some highlights from November. Claire Butz Dec 10, 2021
Elevated Risk, Limited Experience Lower the Ratings for This Pair of Bond Funds Here are some highlights from September. David Carey Oct 8, 2021
8 New Funds From Top Managers These Morningstar Medalist managers launched new funds during the first half of 2021. Ben Slupecki, CFA Sep 29, 2021