The Morningstar Active/Passive Barometer establishes base rates for fund selectors.
This week we explore the role of income-producing securities in a portfolio and share some of our analysts' best ideas.
Premium Exclusive: Several high-quality names are trading below our estimates of their fair values.
We analyze the Fed news this week, look at disappointing medalists, and dive into dividend and income investing ideas.
We take a numerical look through this week's Morningstar research. Plus, our most popular articles and videos for the week ended March 23.
Find undervalued stocks, firms with wide moats, and stock screeners.
See our list of medalist ratings, favorite funds, and articles from our fund experts.
Looking for bargains? These companies are all trading below what our analysts think they are worth.
These exchange-traded funds have what it takes to win in the long run.
We recently raised our rating on these funds to Gold, Silver, or Bronze.
These funds receive our analysts' highest ratings: Gold, Silver, or Bronze.
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Transitioning to a more sustainable portfolio isn't simple, and it may cost more. What you need to know before you go.
The subjects: fees and fiduciary duties.
Making sure your insurance coverage adequately reflects home renovations could save you money if you file a claim.
Morningstar's Beth Foos discusses today's municipal-bond landscape and the rise of passive muni funds.
Unlike others in its category, Silver-rated T. Rowe Price Global Technology indulges more frequently in foreign stocks.
After posting strong returns in 2016 and 2017, this category may be tested in 2018 by rising global interest rates and bouts of volatility.
ETFs have strategic and structural advantages that make them more tax-efficient than most mutual funds.
A fuller appreciation of these risks can provide key insights for investors.
Two out of every three dollars invested in small-cap funds have exposure to guns, but the exposure is tiny in virtually all cases.
Nearly two thirds of equity funds outperformed their categories.
BlackRock CEO Larry Fink’s letter this week is the latest example of a shift in how corporations think about their impact.
Download our white paper to learn more about the nuances of the sustainable investing landscape.