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Why We Upgraded This Vanguard Fund

How a new manager earned our confidence and other recent Morningstar Medalist Rating highlights.

Christian stadlingerPrashant chandranBryan lassiterCesar oroscoMatt friedmanJeremy javidiTodd trubeyKenneth leechEric schultzColumbia small cap value fundMorningstar medalistVanguard strategic equityAbove averageMedalist ratingRussell mid cap indexMorningstar category

What s in Store for Vanguard s Funds, ETFs, and More in 2024

Morningstar’s take on what to expect from the industry giant this year, the manager change at Vanguard Dividend Growth, and performance in 2023.

United statesNew zealand generalNew zealandTim buckleyDaniel sotiroffSusan dziubinskiPeter fisherAmy arnottMichael hongDon kilbrideDan sotiroffDonald kilbrideInternational business outlookCorporate fundAnt groupInformation technology

The Best 529 Plans for 2024

Morningstar rates these plans as the two top choices for college savers today.

United statesSusan dziubinskiHyunmin kimT rowe price or capital groupMorningstar research servicesIm susan dziubinskiMorningstar researchInvestment options tendMorningstar ratesPennsylvania treasuryMorningstar medalist

9 Top-Performing Large-Growth Funds

Index funds have been the best-performing funds in a seesaw market for growth stocks.

United statesMoath almahasnehTony thomasRyan jacksonAziz hamzaogullariZachary evensGrowth fund performanceFederal reserveLoomis sayles growthTop performing large growthLarge growth morningstar categoryMorningstar medalistMedalist ratingMeta platformsMega cap growthCap growth index

16 outperforming passive ETFs

We are looking for passive funds that have outperformed their categories this year

International equityTd international equityLog increate freeMorningstar medalistRet annlzdShares canadianQuality corporate bondShares global infrastructureCap equityMorningstar directJian tamMorningstar canada

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