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  1. Some Fund Companies Missed the News About Falling Fees

    Some active and passive fees are out of step with the times.

  2. What Does My Fund Cost?

    Putting expense ratios into context.

  3. Advisor's Guide to Qualified Charitable Distributions

    Who can do these beneficial transfers, with how much money, to what kinds of charities--and how to execute (and report) the QCD.

  4. The Rise and Fall of New Funds

    Investors routinely pour cash into recently launched funds. Is that a mistake?

  5. The Election Forecasters' Investment Lesson

    Sometimes, the simpler message is not the right one.

  6. 5 More Under-the-Radar and Up-and-Coming Funds

    Recent additions to our Morningstar Prospects list of intriguing, little-known, or new strategies.

  7. Is the DOL Fiduciary Rule Really So Bad?

    A Trump advisor’s objections to the new standard make one good point, one mixed, and two bad. 

  8. The Conservative Vanguard Total Bond Market ETF

    This ETF takes less credit risk than most of its peers, so it offers a lower yield, but its cost advantage gives it a durable edge. 

  9. Libor to Bank-Loan CEFs: Float On

    Bank-loan CEFs may finally offer long-promised floating coupons.

  10. Performance Psychology: How to Improve Your Productivity in One Hour a Week

    Use the 30/30 Rule two times per week to slowly, but surely, turn the tide in your favor.

  11. Harnessing Momentum With Indexes

    Momentum is so pervasive that it appears among both individual securities and entire indexes.

  12. Does the Star Rating for Funds Predict Future Performance?

    We found the star rating was moderately predictive of future returns.

Recent Videos

  1. Don’t Overlook Slowing Real Wages

    The low unemployment rate may be grabbing headlines, but the slowdown in real wages is the real economic story, says Morningstar's Bob Johnson.

  2. Weekly Wrap: OPEC Cuts; AT&T Fails to Wow

    Oil soared this week after the OPEC deal while AT&T's new TV service is unlikely to usher in a revolution. Plus, two undervalued tech firms.

  3. 2 Gold-Rated World-Stock Funds

    Dodge & Cox Global Stock and Oakmark Global earn high marks thanks to experienced management, distinctive strategies, and fine long-term performance.

  4. Barring Jobs Disaster, Fed Set to Raise Rates

    Morningstar's Bob Johnson thinks October's jobs report could be above views, but even if it falls short, the Fed will still proceed with a rate hike.

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Recent Articles

  1. REITs at Their Peaks?

    Long in the tooth, the current real estate cycle keeps going.

  2. Growth With High Quality

    The managers of Mar Vista Strategic Growth talk as much about capital preservation as they do about making money.

  3. WisdomTree Working to Balance Its Growth

    A closer look at one of the fastest-growing ETF providers.

  4. Are Dividend Funds Overvalued?

    Despite their popularity, the average dividend-focused fund isn’t trading at a premium relative to the broad market.

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