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  1. Is Private Company Ownership a Risk for Mutual Funds?

    A recent Morningstar study shows most funds tread lightly in private-firm investments.

  2. Who Does the DOL's Conflict of Interest Rule Apply To?

    Three elements must be present in order for the Rule to apply to an advisor communicating with a plan participant or an IRA owner.

  3. Investors Turn Toward Evidence

    The present (and future) of the fund industry: Investors are no longer willing to rely on fund-industry assurances.

  4. When Should You Change Your Passwords?

    Your clocks aren't the only things worth changing in the fall.

  5. Some Fund Companies Missed the News About Falling Fees

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

  6. What Does My Fund Cost?

    Putting expense ratios into context.

  7. 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.

  8. The Rise and Fall of New Funds

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

  9. The Election Forecasters' Investment Lesson

    Sometimes, the simpler message is not the right one.

  10. 5 More Under-the-Radar and Up-and-Coming Funds

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

  11. 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. 

  12. 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. 

  13. Libor to Bank-Loan CEFs: Float On

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

  14. 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.

  15. Harnessing Momentum With Indexes

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

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

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

Recent Videos

  1. The Evolution of the Fund Industry

    Morningstar's Don Phillips discusses the change he has witnessed during the past 30 years--and how he thinks the industry can continue to improve.

  2. Weekly Wrap: Instability in Italy and Change at Teva

    After the referendum, our analysts think Italian banks need to be aggressive. Plus, we're maintaining our fair value for Teva despite a departure, and Lululemon shares jump.

  3. 4 Economic Concerns for Investors

    Morningstar's Bob Johnson says investors should keep trade, job growth, China, and oil prices on their radars.

  4. Strong Performance and Low Fees Put This Fund on Our Radar

    Harbor Small Cap Growth, which reopened earlier this year, focuses on undervalued companies with high forecasted earnings potential.

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Recent Articles

  1. What to Know About 'Explore Bonds'

    Non-core bonds can be prudent and profitable--but they are not for the unwary.

  2. A Top-Rated Choice for Diversified, Low-Cost Exposure to U.S. Mid-Caps

    An ultralow fee gives this fund a sustainable edge relative to category peers.

  3. Tax Advice for the President-Elect

    Trump has an important RMD decision to make for himself this year and could provide some much-needed tax reform for the rest of us, writes columnist Natalie Choate.

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