If investors are especially concerned about climate change, for example, advisors can omit funds that hold thermal coal, oil, and gas. Morningstar’s Portfolio Fossil Fuel Involvement™ measures ...

Morningstar and Lipper are two of the most ... Each category is assigned a rating on a scale of one to five. For example, a mutual fund could be rated a two when it comes to consistency of return ...

Here are seven of the best Charles Schwab mutual funds that currently hold a four- or five-star overall Morningstar rating: ...

Investors are caught in an ongoing debate about whether asset allocation should remain static or adapt to changing market conditions.

as represented by the total market value of firms in the Morningstar Global Markets Index, up from 2% a decade ago, making its integration important for investor portfolios. In line with our ...