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  1. The Active vs. Passive Framework, Updated

    Catching up with the times.

  2. Learning to Fly

    How investors can change their behavior and avoid costly portfolio mistakes.

  3. 2016 Morningstar Investment Conference

    Follow our annual Investment Conference with Morningstar.com's on-the-spot reports and one-on-one interviews with some of the industry's best investing minds.

  4. Protecting Against an Expensive Market

    Value investing, emerging markets, and preferred stocks.

  5. Ready, Fire, Aim: The ETF Industry Blasts Its Spaghetti Cannon

    Though there are now over 1,900 exchange-traded products to choose from, most of us could build a perfectly suitable, low-cost portfolio selecting a small handful of the 100 largest.

  6. Why Are Primecap Funds So Sustainable?

    These Gold-rated funds have Morningstar Sustainability Ratings of High despite not explicitly trying to do so.

  7. Municipal CEFs: Hold the Door

    The threat of rising rates caused a brief sell-off in municipal bond CEFs in May. Plus, muni CEFs aren't as expensive as they look. 

  8. ESG + ETF = BFFs?

    Investor demographics are slowly turning in favor of the pairing of impact-oriented strategies and the exchange-traded fund chassis, and investors' need for relevant analytics is growing as a result.

  9. Mind the Gap 2016

    What factors lead to better investment timing?

  10. Tax-Refund System Hinders Savings in U.S.

    Workers think of refunds as a license to spend.

  11. Hidden Dangers in Estate Documents

    Periodically reviewing wills, power of attorney, and other estate-planning documents goes a long way toward protecting your older clients.

Recent Videos

  1. Week Ahead: Key Reports From Apple, Alphabet, and Amazon

    We'll also see earnings from several energy majors and other companies. Plus, the Fed's meeting and advance reading on the second-quarter GDP.

  2. Weekly Wrap: Microsoft Checks Boxes as Netflix Disappoints

    Netflix may be more cautious about price increases after weaker-than-expected subscriber net adds. Plus, PIMCO's new chief is a surprise, but Roman's skill set may fit in with the company.

  3. Why Housing Data Is Important, and What Current Numbers Say

    Morningstar's Bob Johnson says even though housing is a relatively small part of the economy, any movement is relatively large, and that has an impact on the GDP.

  4. Investors Keep Flocking to Safety

    Elevated levels of uncertainty in the stock market are leading to sustained inflows into bonds, says Morningstar's Alina Lamy.

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Recent Articles

  1. Cheap Exposure to Small-Growth Stocks

    This ETF's significant cost advantage should translate into attractive category-relative performance.

  2. Revisiting 80 Years of Sloth

    Voya Corporate Leaders Trust has defied expectations for decades.

  3. 3D Asset: In Defense of Active Management (Sort Of)

    Unless specified otherwise, all performance and market data are sourced from Bloomberg. For all indices, performance reflects total returns which is change in price plus reinvested dividends and/or interest, if any. MSCI index total returns are shown net of dividend withholding taxes.

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