Funds

The NBI Global Equity Fund faces persistent style headwinds, but its team remains a strength.

How to avoid the dividend aristocrat trap.

The T. Rowe Price U.S. Blue Chip Growth Fund is one of the better choices in its category.

Baird’s Mary Ellen Stanek and Warren Pierson discuss how they’re playing the rise in bond yields, the outlook, and what they’re avoiding.

The Manulife Fundamental Equity Fund earns our Gold medalist rating.

Capital Group Capital Income Builder (Canada) offers a highly appealing approach to capital appreciation and dividend income.

The clearly defined China large cap strategy has a value focus.

Franklin U.S. Rising Dividends is a reasonable dividend growth strategy.

A familiar figure stabilizes the Manulife Global Equity strategy after significant changes.

Manulife US Equity Fund puts Mawer’s main investment strategy to work.

This neutral-rated international growth fund’s reasonable approach faces stiff competition and team changes.

PIMCO Monthly Income Fund draws on an army of managers and analysts covering virtually every corner of the bond market.

For Beutel Goodman American Equity, a difficult couple of years haven’t undermined the strategy’s merits.

These mutual funds and ETFs earn top ratings from Morningstar in 2026.

The CI Global Leaders Fund is benchmark-agnostic, lacking broad market exposure.

Flows returned in 2025, but the gains were concentrated in a shrinking pool of strategies.

Causeway’s Sarah Ketterer on how AI will ultimately benefit software stocks. Plus, a positive outlook for international cyclical stocks, and active management vs. activism.

Fidelity Canadian Disciplined Equity puts to work a standard, fundamental investing strategy.

A category‑relative lens and stronger fee signals drove distinct upgrade and downgrade patterns.

Under a simplified Morningstar Medalist Rating methodology, upgrades went to lower‑cost funds or those with stronger pillar ratings, while downgrades concentrated among higher‑cost funds.