Fund Ratings

Morningstar’s 2023 Outstanding Portfolio Manager Rick Rieder is leaving his mark, and other ratings highlights from May.

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

Also, Dodge & Cox Emerging Markets Stock comes under full coverage and other April ratings highlights.

The team at Growth Fund of America is skilled and applies a sensible approach, but its future remains unclear.

A deep dive on these changes and other ratings highlights from February.

A look at how the Morningstar Rating for funds, the Morningstar Analyst Rating, and the Morningstar Quantitative Rating for funds have predicted performance.

A dive into this rating change and other December highlights.

A few screens will shrink the fund world down to a manageable number.

Here are some highlights from September.

Here are some ratings highlights from July.

Here are Morningstar’s best ideas for taking advantage of the updated market forecasts from asset managers.

Our analysts added these promising mutual funds to the Morningstar Prospects list.

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

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

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