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Investors are understandably interested in revisiting international equities. Consider combining that strategy with ESG.

A look at how 529 investments stack up under our enhanced methodology.

The following is our latest Fund Analyst Report for Oakmark Select (OAKLX) . Morningstar Premium Members have access to full analyst reports such as this for more than 1,000 of the largest and best mutual funds. Not a Premium Member? Gain full access to our analyst reports and advanced tools immediately when you try Morningstar Premium free for 14 days. True to form, Oakmark Select has rebounded. It receives a Morningstar Analyst Rating of Silver. The strategy is recovering from a multiyear slump. A rough patch during early 2020's pandemic-induced sell-off was disappointing but not uncharact...

Link Copied Stephen Welch does not own shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies. Sponsor Center Read More Transparency is how we protect the integrity of our work and keep empowering investors to achieve their goals and dreams. And we have unwavering standards for how we keep that integrity intact, from our research and data to our policies on content and your personal data. We’d like to share more about how we work and what drives our day-to-day business. How we make money We sell different types of...

The following is our latest Fund Analyst Report for Vanguard Dividend Appreciation Index (VDADX) . Morningstar Premium Members have access to full analyst reports such as this for more than 1,000 of the largest and best mutual funds. Not a Premium Member? Gain full access to our analyst reports and advanced tools immediately when you try Morningstar Premium free for 14 days. Vanguard Dividend Appreciation Index focuses on quality franchises that have reliably increased the amount of cash they give back to shareholders over time. Its stringent selection criteria yield a portfolio that balances...