Morningstar's Christine Benz highlights some of her favorite ETFs and low-minimum-investment funds for new investors.
A bucket approach to retirement investing can be both sensible and streamlined with these tips from Morningstar's Christine Benz .
Retirees should think twice before adding foreign-currency-denominated bonds, dedicated emerging-markets funds, and alternatives to their portfolios, says Morningstar's Christine Benz .
Retired investors with a stomach for more risk might consider easing into these funds, says Morningstar's Christine Benz .
Ivy High Income's recent manager turnover and Templeton Developing Markets' long-deteriorating performance have led to downgrades, says Morningstar's Russ Kinnel.
Though some assets are more sensitive to interest rates, even a conservatively tilted diversified portfolio has historically been able to produce positive returns through rising-rate environments, says David Falkof of Morningstar Investment Management.
As liquidated or merged funds fall off the record, fund category returns and fund company literature don't tell the whole story.
The low-cost Vanguard Large Cap Value Index makes Gold, and TIAA-CREF Large-Cap Value earns a Bronze for outperformance. Meanwhile, a manager change knocks Calamos Market Neutral Income down a notch.
Morningstar's Russ Kinnel sheds light on the key differences between our two fund rating systems: the Fund Analyst Rating and the star rating.
Why a total stock market index can make more sense than a basket of more specialized products.