Setting up automation, putting your plan in writing, and tilting conservative can help keep your portfolio on track to meet your goals, says Morningstar's Christine Benz .
Investors queasy over market valuations may consider rebalancing, augmenting their cash stakes, and tilting toward undervalued pockets and proven flexible managers, says Morningstar's Christine Benz .
High-beta funds as well as funds with a small-company bent have been on a tear in 2013, which means right now could be a good time to adjust your allocations elsewhere.
As equity funds have fewer losses to offset gains, investors with taxable accounts should closely monitor their holdings and brace for larger tax bills this year.
Morningstar's directors of personal finance and fund research list some favorite topnotch building blocks for beginning investors.
While investors continue to devote money to passive equity funds, active equity offerings also picked up a decent chunk of investor dollars last month.
Stats show good investor timing in target-date funds, Social Security benefit builders, bank-loan funds on a tear, and more.
Vanguard's Fran Kinniry urges yield-seeking investors to use history as a guide and focus on total return instead of taking on equity and credit risk associated with popular income-producing strategies.
Morningstar's Russ Kinnel profiles three Bronze-rated funds that manage to do a lot with a little.
Active bond-fund managers are deviating from the Barclays Aggregate Index, but the index itself has also changed, says Morningstar's Eric Jacobson.