A 529 college savings plan can be a powerful savings tool for future education expenses, as investments in the plan increase tax-free. While state tax benefits should be the first consideration for ...

Economic moat ratings, which reflect companies’ durable competitive advantages, are at the heart of Morningstar’s stock-picking methodology. Each month, we screen US-listed stocks covered by our ...

FDLS received a 5-star Overall Morningstar Rating for the 3-year period out of 582 Small Blend funds as of 11/30/25. This rating lists FDLS's overall performance as "High" and overall risk as "Average ...