Morningstar

In an industry that’s all relative, sometimes a 14% return puts you near the bottom of the pile.

The fund's preference for cheap companies hurt returns last year but its quantitative strategy and “rock bottom” fees are reasons to consider owning the fund, according to the research firm.

Seniors are less likely to itemize tax deductions this year as a result, an expert says.

Portfolio managers from T. Rowe Price, Fidelity and Pimco are among those nominated for the awards.

The funds with the biggest AUM declines didn’t badly underperform, but investors often found cheaper alternatives.

Personal exemptions may be lost but households can expect higher savings from the child tax credit, an advisor says.

The right strategy can help minimize their future estate taxes.

Sponsors can bill the products however they’d like, but the bar to proving they work as advertised is high.

Many deductions are likely to disappear if Congress passes the reform bill into law.

With plans to offer six new funds, the passive investing giant is seeing strategic beta as an opportunity, not a threat, says one contributor.

Factor-based approaches to index investing have won heaps of investment. Can it last?

These eye-popping returns didn’t come cheap. Expense ratios averaged more than 1% and went as high as 158 basis points.

Many dividend-focused funds use methodologies that exclude real estate investment trusts.

Ignoring lessons from past income-boosting strategies can lead to disastrous results.

Retirement location "matters just as much to your tax bill as what you have,” an expert says.

The proposal aims to simplify tax subsidies by increasing qualified withdrawals from 529s in exchange for scrapping the Coverdell account.

Emerging markets, value and small-cap funds dominate the list, but other factors need to be considered, as well.

Research into the point system for ranking funds questions whether the metric is valid in gauging future performance.

While contribution limits are expected to remain untouched, the country is still facing a retirement crisis, one expert says.

Instead, Morningstar should offer a curated menu of fund data and let investors decide which funds are best.