Fund Ratings

More on Fund Ratings

The Link Between Flows and Fund Ratings

Flows sometimes follow Morningstar’s upgrades and downgrades.

2 Top-Rated 529 Plans

These two high-quality 529 plans can help you invest for future education.

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.

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.

This Globe-Trotting SMID-Cap Fund Earns an Upgrade to Gold

A dive into this rating change and other December highlights.

Two American Funds Strategies Get Upgrades

Here are some ratings highlights from July.

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.

Why We Upgraded Funds From Vanguard and Fidelity

Plus a look at downgrades and a fund that is new to coverage.

Rating Morningstar’s Fund Ratings

Morningstar’s fund ratings have been effective in sorting funds based on future performance, though opportunities for improvement remain.

Why Investors Should Skip Invesco QQQ

The constitution of the index that QQQ tracks lacks a sensible investment rationale, says Morningstar’s analyst.

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.

The Best S&P 500 Funds

The tip of the indexing pyramid.

Size Concerns Downgrade 2 Fidelity Fund Ratings

Here are some ratings highlights from February.

The Teams for These 2 Bond Funds Are No Longer Top of the Heap

Here are some ratings highlights from January.

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.

BlackRock Wins One, Loses Another

Morningstar issued 204 Analyst Ratings during December.

Ratings Upgrades and Downgrades Underscore the Importance of Team Stability

Here are some highlights from November.

The Thrilling 37

These are the funds that passed our rigorous screens.

Elevated Risk, Limited Experience Lower the Ratings for This Pair of Bond Funds

Here are some highlights from September.

8 New Funds From Top Managers

These Morningstar Medalist managers launched new funds during the first half of 2021.

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