The Best Target-Date Funds for 2022 and Beyond
Only one series earned an upgrade to the coveted Gold-medalist ranking this year.
Source: morningstar.com
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What the Best Index Funds Have in Common
When it comes to doing your homework on index funds, understanding index construction is indispensable.
Source: morningstar.com
The Top 529 Education Savings Plans of 2021
Morningstar identifies 32 best-in-class 529 plans.
Source: morningstar.com
Pulling Back the Curtain on the People Pillar Rating of Bond Funds
Measuring the strength and weakness of an investment team is one of the core responsibilities of Morningstar’s Manager Research team. Good investment teams are appropriately staffed for the strategies they manage, demonstrate good judgment over time, and act in the best interests of their clients. A poor investment team may be mis-staffed, misaligned, or misbehaving. The difference can have a material impact on investment outcomes. Indeed, the People Pillar rating is an integral part of the Morningstar Analyst Rating. The score we assign to the People Pillar accounts for 45% of the overall...
Source: morningstar.com