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

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

Morningstar’s manager research analysts assign Parent ratings to more than 100 of the 150 largest U.S. fund families. In the firm’s 2025 report, only 10 groups earn analysts’ greatest conviction and a ...

Morningstar’s Guide to Active Fixed-Income Investing lays out the case for active bond funds. In short, the complexity and inefficiencies of the bond market spell opportunity for skilled portfolio ...

Telecom Services, Consumer Non-cyclicals, and Financials sectors earn Attractive-or-better ratings, making them top choices for sector fund investors. My ratings prioritize both business fundamentals ...

Large Cap Value, Large Cap Blend, and Large Cap Growth styles earn Attractive-or-better ratings, signaling quality stock holdings for investors seeking strong style funds. Fund ratings are driven by ...