How Strong Are Target-Date Series’ Potential Building Blocks?
We examine target-date providers’ menus of available underlying offerings.
Fund Ratings
More on Fund Ratings
The 5 Biggest Downgrades of 2021
We lowered our ratings on some funds from the biggest shops, including Vanguard, T. Rowe Price, Fidelity, and American Funds.
Process Concerns Drive the Downgrades of These Funds From Eaton Vance and Vanguard
Here are some highlights from August.
Future Retirements Whack the Present U.S. Morningstar Analyst Ratings of 2 Accomplished T. Rowe Price and Vanguard Funds
How the pending retirements of two key managers affect their funds’ ratings and more highlights from July’s Morningstar Analyst Ratings.
3 Upgrades for T. Rowe Price
6 Funds That Deliver the Best of Both Worlds
The Morningstar Rating for Funds: What to Know
Sometimes past performance is indeed predictive, and then so is the star rating.
Past Performance Has Been Predictive Lately. Wait, What?
Winning funds have kept on winning while losing funds have continued to lag in recent years. Have the rules changed?
3 Big Downgrades
4 Funds With High People Ratings
What's Behind Recent Fund Upgrades and Downgrades?
Using Morningstar's New Factor Profiles
Another tool for understanding stock funds.
Our Sustainability Rating Methodology Got an Upgrade
A Look at Our Enhanced Morningstar Analyst Ratings
Our Enhanced Analyst Rating Is Easier to Understand and Use
We refocused the Morningstar Analyst Rating around its most predictive elements and gave fees even more weight.
About Morningstar's Fund Classifications
Examining the four underlying principles of our process.
Well-Liked Fund Gets a Ratings Dip
The Utility of Grades
The star rating creates the incentives we all want fund managers to have.
Understanding Morningstar's Quantitative Rating for Funds
Statistical Illusions
Two common sources of confusion--base-rate neglect and regression to the mean.
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