Luke Richardson
Luke Richardson is a manager research analyst for Morningstar.
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More From Luke Richardson
This Bronze-Rated Fund is Highly Concentrated but Research-Backed
The CI Global Leaders Fund is benchmark-agnostic, lacking broad market exposure.
Canada’s Target-Risk ETF Boom Has 3 Clear Winners
The segment has gone mainstream, but competition is heating up.
This Neutral-Rated Equity Fund Sports an Experienced Manager and Research Team
Fidelity Canadian Disciplined Equity puts to work a standard, fundamental investing strategy.
This Credit‑Heavy Bond Fund Could Face Headwinds if the Backdrop Changes
The CI Corporate Bond Fund’s high-yield stake far exceeds its typical peer’s.
A Fidelity Global Fund That Brings Together Distinct Styles and Top Talent
Mark Schmehl, Hugo Lavallée, and Daniel Dupont drive this unconventional fund of funds.
A Better Way to Measure Performance for Canadian Focused Stock Funds
A new category index offers investors a clearer picture.
AGF Global Select: A Capable but Untested Management Team
A high-octane start for AGF’s new managers.
A Fidelity Fund With a Volatile Strategy but a First-Rate Manager
Investors should carefully weigh the potential for strong returns against the fund’s risks.
The Top Canada Fund Families
Highlighting RBC, TD, Fidelity, and other top asset managers.
Why We Downgraded Mackenzie Bluewater Canadian Growth
Another veteran manager’s exit leaves Bluewater with a leaner team
This Mackenzie Strategy Has Kept Pace With the Benchmark Index
The strategy’s defensive profile can lag in up markets, but it protects capital during volatility.
An Accomplished Fidelity Strategy Hits a Rough Patch
Why we think Fidelity Canadian Disciplined Equity is a credible option for stock fund investors.
With this Fidelity Fund, a Steady Hand Tempers Volatility
Fidelity True North is an ideal pick for lower-risk exposure to a broad range of Canadian equities.
A Pair of Mackenzie Bond Funds: One Bronze, One Neutral
A close look at Mackenzie Strategic Bond and Mackenzie Unconstrained Fixed Income.
How Three Global Funds are Navigating Technology Stocks
It’s more than the Magnificent Seven.
How Active ETFs Are Changing Canada’s Fund Landscape
A surge in popularity in active ETFs has increased competition for investor dollars.
3 Top-Rated Fund Families
Here’s why Capital Group, DFA, and Vanguard earn our highest Parent Ratings
Beutel Goodman American Equity Faces Tariff Headwinds
The fund still maintains key strengths.
How a Capital Group Manager’s Retirement Influenced Two Funds’ Ratings
A single departure leads to different changes in People Pillar scores for two Capital Group funds.
Charting Success with Fidelity NorthStar
How a fortunate turn changed the course for this multi-managed stock fund.
A Top-Rated Fidelity Active ETF with a Seasoned Manager
Fidelity Greater Canada’s unique strategy has delivered for long-term investors, and it’s now available as an ETF share class.
A Top-Rated Active ETF with a Seasoned Manager
Fidelity Greater Canada’s unique strategy has delivered for long-term investors, and it’s now available as an ETF share class.
Why We Downgraded AGF Global Select
A veteran manager’s retirement has lowered our expectations.
A Canadian Focused Stock Fund Designed for Peaceful Nights
Launching coverage of Fidelity Canadian Large Cap
3 Great Global Stock Funds From Canada
Global funds with strong ratings — run by Canadian talent.
